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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,114 | $201,344+0.9% | $184,243+10.2% | $145,877+39.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.45% | 29.01%-10.6pp | 28.82%-10.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $27,985 | $7,022+298.5% | $6,427+335.4% | $4,663+500.1% |
| Participant deferral / active EE | $20,417 | $9,807+108.2% | $9,132+123.6% | $6,691+205.2% |
| Admin fee / account holder | $13 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |