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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,384 | $201,372+21.4% | $184,260+32.6% | $145,884+67.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.93% | 29.04%-9.1pp | 28.84%-8.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $2,864 | $7,024-59.2% | $6,427-55.4% | $4,662-38.6% |
| Participant deferral / active EE | $14,804 | $9,808+50.9% | $9,133+62.1% | $6,690+121.3% |
| Admin fee / account holder | $71 | $16,362-99.6% | $13,898-99.5% | $13,392-99.5% |