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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,014 | $167,522+43.9% | $151,639+58.9% | $134,532+79.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.84% | 7.81%-12.6pp | 3.34%-8.2pp | 418.27%-423.1pp |
| Employer contribution / active EE | $11,794 | $6,828+72.7% | $6,165+91.3% | $4,741+148.8% |
| Participant deferral / active EE | $21,650 | $8,986+140.9% | $8,363+158.9% | $6,401+238.2% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |