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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,221 | $201,370+2.9% | $184,256+12.5% | $145,897+42.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.80% | 29.05%-18.2pp | 28.85%-18.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $16,006 | $7,024+127.9% | $6,427+149.0% | $4,663+243.3% |
| Participant deferral / active EE | $16,540 | $9,808+68.6% | $9,133+81.1% | $6,689+147.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |