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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,334 | $184,014+30.6% | $161,149+49.1% | $138,895+73.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.42% | 21.52%-2.1pp | 21.16%-1.7pp | 145.39%-126.0pp |
| Employer contribution / active EE | $24,883 | $5,055+392.2% | $4,360+470.7% | $4,194+493.3% |
| Participant deferral / active EE | $15,500 | $6,909+124.3% | $6,153+151.9% | $6,396+142.3% |
| Admin fee / account holder | $15 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |