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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,081 | $148,623+44.7% | $135,974+58.2% | $139,466+54.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.59% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.1pp |
| Employer contribution / active EE | $8,625 | $5,246+64.4% | $4,859+77.5% | $4,754+81.4% |
| Participant deferral / active EE | $14,800 | $8,103+82.6% | $7,760+90.7% | $6,712+120.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |