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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,997 | $228,352+5.5% | $185,835+29.7% | $158,966+51.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.36% | 40.81%-30.5pp | 35.96%-25.6pp | 302.95%-292.6pp |
| Employer contribution / active EE | $18,446 | $4,967+271.4% | $4,087+351.3% | $4,762+287.3% |
| Participant deferral / active EE | $13,000 | $6,416+102.6% | $5,633+130.8% | $5,983+117.3% |
| Admin fee / account holder | $237 | $11,867-98.0% | $9,502-97.5% | $11,250-97.9% |