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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,244 | $185,856-10.6% | $170,028-2.2% | $139,456+19.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.58% | 60.52%-36.9pp | 53.39%-29.8pp | 373.45%-349.9pp |
| Employer contribution / active EE | $9,594 | $7,593+26.3% | $6,788+41.3% | $4,753+101.9% |
| Participant deferral / active EE | $18,420 | $11,623+58.5% | $10,409+77.0% | $6,711+174.5% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |