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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,001 | $178,174+22.9% | $156,181+40.2% | $137,256+59.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.35% | 84.19%-64.8pp | 64.87%-45.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $10,440 | $4,972+110.0% | $4,294+143.1% | $4,156+151.2% |
| Participant deferral / active EE | $23,500 | $6,888+241.2% | $6,132+283.2% | $6,407+266.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |