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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,780 | $185,830+17.2% | $170,004+28.1% | $139,427+56.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.95% | 60.52%-44.6pp | 53.39%-37.4pp | 373.27%-357.3pp |
| Employer contribution / active EE | $9,698 | $7,591+27.8% | $6,786+42.9% | $4,752+104.1% |
| Participant deferral / active EE | $12,412 | $11,622+6.8% | $10,408+19.3% | $6,711+85.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |