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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,998 | $201,372+10.2% | $184,260+20.5% | $145,884+52.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.92% | 29.04%-2.1pp | 28.84%-1.9pp | 551.85%-524.9pp |
| Employer contribution / active EE | $16,289 | $7,024+131.9% | $6,427+153.4% | $4,662+249.4% |
| Participant deferral / active EE | $22,875 | $9,808+133.2% | $9,133+150.5% | $6,690+241.9% |
| Admin fee / account holder | $20 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |