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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,033 | $227,399+3.4% | $189,758+23.9% | $198,609+18.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.09% | 61.03%-41.9pp | 52.62%-33.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $11,103 | $5,526+100.9% | $4,767+132.9% | $5,055+119.6% |
| Participant deferral / active EE | $15,545 | $6,837+127.4% | $5,856+165.5% | $6,977+122.8% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |