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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,982 | $185,905+26.4% | $170,057+38.2% | $139,487+68.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.59% | 60.56%-40.0pp | 53.42%-32.8pp | 373.84%-353.3pp |
| Employer contribution / active EE | $26,860 | $7,597+253.5% | $6,790+295.6% | $4,755+464.9% |
| Participant deferral / active EE | $15,075 | $11,627+29.7% | $10,411+44.8% | $6,713+124.6% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |