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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,193 | $209,336+12.4% | $197,124+19.3% | $137,256+71.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.86% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $18,231 | $6,591+176.6% | $6,227+192.7% | $4,156+338.7% |
| Participant deferral / active EE | $8,125 | $9,614-15.5% | $9,135-11.1% | $6,407+26.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |