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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,763 | $183,516+27.9% | $155,534+50.9% | $145,884+60.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.23% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $6,225 | $5,315+17.1% | $4,675+33.2% | $4,662+33.5% |
| Participant deferral / active EE | $9,306 | $6,467+43.9% | $5,630+65.3% | $6,690+39.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |