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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,951 | $201,372+8.2% | $184,260+18.3% | $145,884+49.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.66% | 29.04%-8.4pp | 28.84%-8.2pp | 551.85%-531.2pp |
| Employer contribution / active EE | $11,950 | $7,024+70.1% | $6,427+85.9% | $4,662+156.3% |
| Participant deferral / active EE | $13,205 | $9,808+34.6% | $9,133+44.6% | $6,690+97.4% |
| Admin fee / account holder | $40 | $16,362-99.8% | $13,898-99.7% | $13,392-99.7% |