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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,195 | $228,395-1.0% | $185,861+21.7% | $158,982+42.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 37.27% | 40.82%-3.5pp | 35.96%+1.3pp | 302.99%-265.7pp |
| Employer contribution / active EE | $13,557 | $4,968+172.9% | $4,088+231.6% | $4,763+184.7% |
| Participant deferral / active EE | $13,097 | $6,417+104.1% | $5,634+132.5% | $5,983+118.9% |
| Admin fee / account holder | $11 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |