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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,412 | $227,291-7.4% | $214,702-2.0% | $155,188+35.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.88% | 60.08%-41.2pp | 54.55%-35.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $10,909 | $6,772+61.1% | $6,461+68.8% | $4,248+156.8% |
| Participant deferral / active EE | $7,468 | $9,582-22.1% | $9,147-18.4% | $6,531+14.3% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |