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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,889 | $165,361+26.9% | $149,715+40.2% | $158,950+32.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.42% | 348.24%-332.8pp | 276.66%-261.2pp | 302.91%-287.5pp |
| Employer contribution / active EE | $12,446 | $5,103+143.9% | $4,645+168.0% | $4,762+161.4% |
| Participant deferral / active EE | $9,684 | $7,182+34.8% | $6,842+41.5% | $5,983+61.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |