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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,123 | $148,629+25.9% | $135,982+37.6% | $139,487+34.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.68% | 79.33%-43.6pp | 68.32%-32.6pp | 373.84%-338.2pp |
| Employer contribution / active EE | $21,427 | $5,247+308.4% | $4,859+341.0% | $4,755+350.6% |
| Participant deferral / active EE | $15,267 | $8,102+88.4% | $7,760+96.7% | $6,713+127.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |