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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,857 | $162,821+22.1% | $133,978+48.4% | $158,982+25.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 33.73% | 41.95%-8.2pp | 45.10%-11.4pp | 302.99%-269.3pp |
| Employer contribution / active EE | $9,003 | $4,976+80.9% | $3,919+129.7% | $4,763+89.0% |
| Participant deferral / active EE | $19,500 | $5,910+229.9% | $5,047+286.3% | $5,983+225.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |