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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,830 | $157,296+21.3% | $141,191+35.2% | $152,897+24.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.12% | 64.34%-49.2pp | 71.41%-56.3pp | 345.43%-330.3pp |
| Employer contribution / active EE | $5,354 | $5,262+1.7% | $4,736+13.0% | $4,764+12.4% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |