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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,294 | $185,883+9.4% | $170,043+19.6% | $139,466+45.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.76% | 60.54%-44.8pp | 53.40%-37.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $1,750 | $7,596-77.0% | $6,790-74.2% | $4,754-63.2% |
| Participant deferral / active EE | $15,841 | $11,626+36.3% | $10,410+52.2% | $6,712+136.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |