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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,074 | $157,304+38.0% | $141,197+53.7% | $152,909+42.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.25% | 64.34%-49.1pp | 71.41%-56.2pp | 345.46%-330.2pp |
| Employer contribution / active EE | $5,400 | $5,263+2.6% | $4,736+14.0% | $4,764+13.4% |
| Participant deferral / active EE | $22,800 | $7,111+220.6% | $6,710+239.8% | $5,851+289.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |