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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,946 | $183,539+21.5% | $155,556+43.3% | $145,897+52.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 61.31%-49.7pp | 64.84%-53.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $8,906 | $5,315+67.6% | $4,675+90.5% | $4,663+91.0% |
| Participant deferral / active EE | $15,443 | $6,467+138.8% | $5,631+174.3% | $6,689+130.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |