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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,922 | $154,228+27.7% | $145,433+35.4% | $137,256+43.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.15% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $11,438 | $4,804+138.1% | $4,554+151.1% | $4,156+175.2% |
| Participant deferral / active EE | $22,313 | $8,216+171.6% | $7,897+182.5% | $6,407+248.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |