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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,025 | $185,905+29.1% | $170,057+41.1% | $139,487+72.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.89% | 60.56%-36.7pp | 53.42%-29.5pp | 373.84%-349.9pp |
| Employer contribution / active EE | $17,744 | $7,597+133.6% | $6,790+161.3% | $4,755+273.2% |
| Participant deferral / active EE | $18,247 | $11,627+56.9% | $10,411+75.3% | $6,713+171.8% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |