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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,672 | $201,370+6.6% | $184,256+16.5% | $145,897+47.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.50% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $14,475 | $7,024+106.1% | $6,427+125.2% | $4,663+210.4% |
| Participant deferral / active EE | $10,773 | $9,808+9.8% | $9,133+17.9% | $6,689+61.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |