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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,653 | $212,386-14.5% | $199,883-9.1% | $138,895+30.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.46% | 47.75%-32.3pp | 43.81%-28.4pp | 145.39%-129.9pp |
| Employer contribution / active EE | $24,998 | $6,625+277.4% | $6,261+299.2% | $4,194+496.0% |
| Participant deferral / active EE | $11,750 | $9,617+22.2% | $9,138+28.6% | $6,396+83.7% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |