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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,078 | $162,136+34.5% | $152,301+43.2% | $154,746+40.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.79% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $13,730 | $4,890+180.8% | $4,624+196.9% | $4,379+213.5% |
| Participant deferral / active EE | $10,900 | $8,341+30.7% | $8,004+36.2% | $6,730+62.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |