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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,969 | $183,592+21.4% | $155,574+43.3% | $145,877+52.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.91% | 61.37%-40.5pp | 64.87%-44.0pp | 551.28%-530.4pp |
| Employer contribution / active EE | $34,083 | $5,317+541.1% | $4,676+628.9% | $4,663+630.9% |
| Participant deferral / active EE | $16,417 | $6,466+153.9% | $5,629+191.6% | $6,691+145.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |