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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,872 | $183,539+16.5% | $155,556+37.5% | $145,897+46.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 61.31%-47.7pp | 64.84%-51.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $6,724 | $5,315+26.5% | $4,675+43.8% | $4,663+44.2% |
| Participant deferral / active EE | $10,467 | $6,467+61.8% | $5,631+85.9% | $6,689+56.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |