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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,944 | $197,637-10.0% | $177,848+0.1% | $158,982+11.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.95% | 58.77%-46.8pp | 48.33%-36.4pp | 302.99%-291.0pp |
| Employer contribution / active EE | $11,211 | $6,698+67.4% | $5,919+89.4% | $4,763+135.4% |
| Participant deferral / active EE | $9,467 | $8,405+12.6% | $7,714+22.7% | $5,983+58.2% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |