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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,751 | $201,259+21.1% | $184,200+32.3% | $145,959+67.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.86% | 28.98%-14.1pp | 28.80%-13.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $17,685 | $7,018+152.0% | $6,424+175.3% | $4,661+279.4% |
| Participant deferral / active EE | $12,518 | $9,806+27.7% | $9,132+37.1% | $6,689+87.2% |
| Admin fee / account holder | $17 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |