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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,800 | $172,111+39.9% | $150,298+60.2% | $137,256+75.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.59% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $13,182 | $4,636+184.3% | $4,154+217.3% | $4,156+217.2% |
| Participant deferral / active EE | $15,670 | $6,166+154.2% | $5,453+187.4% | $6,407+144.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |