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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,377 | $197,625-7.2% | $177,840+3.1% | $158,966+15.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.16% | 58.76%-50.6pp | 48.32%-40.2pp | 302.95%-294.8pp |
| Employer contribution / active EE | $10,628 | $6,698+58.7% | $5,919+79.6% | $4,762+123.2% |
| Participant deferral / active EE | $9,539 | $8,405+13.5% | $7,714+23.7% | $5,983+59.4% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |