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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,175 | $183,627+13.9% | $155,602+34.4% | $145,978+43.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.72% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $12,784 | $5,316+140.5% | $4,675+173.4% | $4,662+174.2% |
| Participant deferral / active EE | $23,000 | $6,466+255.7% | $5,629+308.6% | $6,690+243.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |