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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,988 | $156,398+29.2% | $147,318+37.1% | $138,895+45.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.83% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $10,104 | $4,853+108.2% | $4,593+120.0% | $4,194+140.9% |
| Participant deferral / active EE | $16,204 | $8,237+96.7% | $7,906+105.0% | $6,396+153.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |