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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,053 | $223,823+7.7% | $211,142+14.2% | $154,746+55.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.23% | 50.39%-38.2pp | 46.84%-34.6pp | 172.34%-160.1pp |
| Employer contribution / active EE | $10,000 | $6,787+47.3% | $6,442+55.2% | $4,379+128.4% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |