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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,667 | $209,336-11.8% | $197,124-6.3% | $137,256+34.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.79% | 48.09%-25.3pp | 44.34%-21.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $9,841 | $6,591+49.3% | $6,227+58.0% | $4,156+136.8% |
| Participant deferral / active EE | $12,549 | $9,614+30.5% | $9,135+37.4% | $6,407+95.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |