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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,438 | $201,372-0.5% | $184,260+8.8% | $145,884+37.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.08% | 29.04%-17.0pp | 28.84%-16.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $11,025 | $7,024+57.0% | $6,427+71.5% | $4,662+136.5% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,690+128.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |