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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,785 | $197,625+18.8% | $177,840+32.0% | $158,966+47.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.53% | 58.76%-26.2pp | 48.32%-15.8pp | 302.95%-270.4pp |
| Employer contribution / active EE | $21,409 | $6,698+219.6% | $5,919+261.7% | $4,762+349.5% |
| Participant deferral / active EE | $17,939 | $8,405+113.4% | $7,714+132.6% | $5,983+199.8% |
| Admin fee / account holder | $6 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |