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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,175 | $183,592+13.9% | $155,574+34.5% | $145,877+43.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.72% | 61.37%-45.7pp | 64.87%-49.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $12,784 | $5,317+140.4% | $4,676+173.4% | $4,663+174.2% |
| Participant deferral / active EE | $23,000 | $6,466+255.7% | $5,629+308.6% | $6,691+243.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |