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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,483 | $167,522+24.5% | $151,639+37.5% | $134,532+55.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 46.15% | 7.81%+38.3pp | 3.34%+42.8pp | 418.27%-372.1pp |
| Employer contribution / active EE | $15,000 | $6,828+119.7% | $6,165+143.3% | $4,741+216.4% |
| Participant deferral / active EE | $20,500 | $8,986+128.1% | $8,363+145.1% | $6,401+220.3% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |