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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,576 | $148,623+45.0% | $135,974+58.5% | $139,466+54.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.02% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $7,433 | $5,246+41.7% | $4,859+53.0% | $4,754+56.4% |
| Participant deferral / active EE | $14,307 | $8,103+76.6% | $7,760+84.4% | $6,712+113.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |