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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,751 | $201,344+21.1% | $184,243+32.3% | $145,877+67.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.86% | 29.01%-14.1pp | 28.82%-14.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $17,685 | $7,022+151.8% | $6,427+175.2% | $4,663+279.3% |
| Participant deferral / active EE | $12,518 | $9,807+27.7% | $9,132+37.1% | $6,691+87.1% |
| Admin fee / account holder | $17 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |