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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,882 | $181,062+24.8% | $158,223+42.8% | $155,188+45.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 93.78% | 57.39%+36.4pp | 52.09%+41.7pp | 148.84%-55.1pp |
| Employer contribution / active EE | $6,779 | $4,565+48.5% | $4,109+65.0% | $4,248+59.6% |
| Participant deferral / active EE | $16,975 | $6,134+176.7% | $5,467+210.5% | $6,531+159.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |