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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,470 | $183,516+13.6% | $155,534+34.0% | $145,884+42.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.01% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $17,966 | $5,315+238.1% | $4,675+284.3% | $4,662+285.4% |
| Participant deferral / active EE | $9,076 | $6,467+40.3% | $5,630+61.2% | $6,690+35.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |