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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,072 | $185,883+3.3% | $170,043+13.0% | $139,466+37.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.36% | 60.54%-38.2pp | 53.40%-31.0pp | 373.66%-351.3pp |
| Employer contribution / active EE | $14,306 | $7,596+88.3% | $6,790+110.7% | $4,754+200.9% |
| Participant deferral / active EE | $21,792 | $11,626+87.4% | $10,410+109.3% | $6,712+224.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |