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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,835 | $185,905+4.8% | $170,057+14.6% | $139,487+39.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.81% | 60.56%-38.8pp | 53.42%-31.6pp | 373.84%-352.0pp |
| Employer contribution / active EE | $21,399 | $7,597+181.7% | $6,790+215.1% | $4,755+350.1% |
| Participant deferral / active EE | $16,943 | $11,627+45.7% | $10,411+62.7% | $6,713+152.4% |
| Admin fee / account holder | $3 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |