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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,456 | $124,330+67.7% | $109,173+90.9% | $167,536+24.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 28.06% | 26.04%+2.0pp | 25.75%+2.3pp | 478.82%-450.8pp |
| Employer contribution / active EE | $11,072 | $4,209+163.0% | $3,723+197.4% | $4,839+128.8% |
| Participant deferral / active EE | $13,000 | $5,256+147.3% | $4,654+179.3% | $6,342+105.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |