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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,429 | $148,629+42.9% | $135,982+56.2% | $139,487+52.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.01% | 79.33%-60.3pp | 68.32%-49.3pp | 373.84%-354.8pp |
| Employer contribution / active EE | $21,582 | $5,247+311.4% | $4,859+344.2% | $4,755+353.9% |
| Participant deferral / active EE | $18,000 | $8,102+122.2% | $7,760+132.0% | $6,713+168.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |