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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,742 | $209,336-2.7% | $197,124+3.4% | $137,256+48.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 61.36% | 48.09%+13.3pp | 44.34%+17.0pp | 220.34%-159.0pp |
| Employer contribution / active EE | $42,333 | $6,591+542.3% | $6,227+579.8% | $4,156+918.6% |
| Participant deferral / active EE | $10,000 | $9,614+4.0% | $9,135+9.5% | $6,407+56.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |