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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,987 | $157,304+44.3% | $141,197+60.8% | $152,909+48.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.56% | 64.34%-48.8pp | 71.41%-55.8pp | 345.46%-329.9pp |
| Employer contribution / active EE | $5,274 | $5,263+0.2% | $4,736+11.4% | $4,764+10.7% |
| Participant deferral / active EE | $15,132 | $7,111+112.8% | $6,710+125.5% | $5,851+158.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |