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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,167 | $185,312+31.2% | $161,489+50.6% | $154,746+57.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.85% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $10,689 | $4,769+124.1% | $4,268+150.4% | $4,379+144.1% |
| Participant deferral / active EE | $15,667 | $6,350+146.7% | $5,630+178.3% | $6,730+132.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |