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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,755 | $185,905+1.5% | $170,057+11.0% | $139,487+35.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.41% | 60.56%-28.2pp | 53.42%-21.0pp | 373.84%-341.4pp |
| Employer contribution / active EE | $8,972 | $7,597+18.1% | $6,790+32.1% | $4,755+88.7% |
| Participant deferral / active EE | $13,700 | $11,627+17.8% | $10,411+31.6% | $6,713+104.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |