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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,145 | $185,883+3.9% | $170,043+13.6% | $139,466+38.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.33% | 60.54%-37.2pp | 53.40%-30.1pp | 373.66%-350.3pp |
| Employer contribution / active EE | $26,111 | $7,596+243.7% | $6,790+284.6% | $4,754+449.2% |
| Participant deferral / active EE | $12,952 | $11,626+11.4% | $10,410+24.4% | $6,712+93.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |