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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,028 | $201,370+16.2% | $184,256+27.0% | $145,897+60.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.00% | 29.05%-15.0pp | 28.85%-14.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $13,322 | $7,024+89.7% | $6,427+107.3% | $4,663+185.7% |
| Participant deferral / active EE | $14,660 | $9,808+49.5% | $9,133+60.5% | $6,689+119.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |