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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,655 | $183,516+5.5% | $155,534+24.5% | $145,884+32.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.54% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $16,000 | $5,315+201.1% | $4,675+242.3% | $4,662+243.2% |
| Participant deferral / active EE | $27,000 | $6,467+317.5% | $5,630+379.5% | $6,690+303.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |