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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,546 | $201,372+21.9% | $184,260+33.3% | $145,884+68.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.45% | 29.04%-16.6pp | 28.84%-16.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $17,876 | $7,024+154.5% | $6,427+178.1% | $4,662+283.4% |
| Participant deferral / active EE | $10,742 | $9,808+9.5% | $9,133+17.6% | $6,690+60.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |