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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,890 | $155,555+53.6% | $146,866+62.7% | $155,188+53.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.27% | 115.41%-98.1pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $21,954 | $4,647+372.5% | $4,425+396.2% | $4,248+416.8% |
| Participant deferral / active EE | $5,094 | $8,044-36.7% | $7,759-34.3% | $6,531-22.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |