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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,026 | $197,637+22.5% | $177,848+36.1% | $158,982+52.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.65% | 58.77%-42.1pp | 48.33%-31.7pp | 302.99%-286.3pp |
| Employer contribution / active EE | $22,399 | $6,698+234.4% | $5,919+278.4% | $4,763+370.3% |
| Participant deferral / active EE | $12,050 | $8,405+43.4% | $7,714+56.2% | $5,983+101.4% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |