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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,800 | $185,312+29.9% | $161,489+49.1% | $154,746+55.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.59% | 103.84%-85.3pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $13,182 | $4,769+176.4% | $4,268+208.8% | $4,379+201.0% |
| Participant deferral / active EE | $15,670 | $6,350+146.8% | $5,630+178.3% | $6,730+132.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |