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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,329 | $197,625+2.9% | $177,840+14.3% | $158,966+27.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.14% | 58.76%-42.6pp | 48.32%-32.2pp | 302.95%-286.8pp |
| Employer contribution / active EE | $16,783 | $6,698+150.6% | $5,919+183.6% | $4,762+252.4% |
| Participant deferral / active EE | $12,819 | $8,405+52.5% | $7,714+66.2% | $5,983+114.2% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |