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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,498 | $185,312+16.3% | $161,489+33.4% | $154,746+39.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.56% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $19,152 | $4,769+301.6% | $4,268+348.7% | $4,379+337.3% |
| Participant deferral / active EE | $12,466 | $6,350+96.3% | $5,630+121.4% | $6,730+85.2% |
| Admin fee / account holder | $31 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |