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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,127 | $185,905+3.3% | $170,057+13.0% | $139,487+37.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.84% | 60.56%-39.7pp | 53.42%-32.6pp | 373.84%-353.0pp |
| Employer contribution / active EE | $17,158 | $7,597+125.9% | $6,790+152.7% | $4,755+260.9% |
| Participant deferral / active EE | $17,889 | $11,627+53.9% | $10,411+71.8% | $6,713+166.5% |
| Admin fee / account holder | $20 | $15,397-99.9% | $12,826-99.8% | $11,407-99.8% |