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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,247 | $183,539+4.7% | $155,556+23.6% | $145,897+31.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.38% | 61.31%-51.9pp | 64.84%-55.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $16,995 | $5,315+219.7% | $4,675+263.5% | $4,663+264.5% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $208 | $19,275-98.9% | $15,885-98.7% | $13,390-98.4% |