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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,432 | $176,105+7.6% | $159,474+18.8% | $167,536+13.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.23% | 331.91%-313.7pp | 263.68%-245.4pp | 478.82%-460.6pp |
| Employer contribution / active EE | $7,300 | $5,299+37.8% | $4,831+51.1% | $4,839+50.9% |
| Participant deferral / active EE | $15,167 | $7,751+95.7% | $7,353+106.3% | $6,342+139.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |