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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,956 | $227,291-17.3% | $214,702-12.5% | $155,188+21.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 20.05% | 60.08%-40.0pp | 54.55%-34.5pp | 148.84%-128.8pp |
| Employer contribution / active EE | $11,417 | $6,772+68.6% | $6,461+76.7% | $4,248+168.8% |
| Participant deferral / active EE | $14,250 | $9,582+48.7% | $9,147+55.8% | $6,531+118.2% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |