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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,883 | $107,666+97.7% | $102,184+108.3% | $154,746+37.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 23.28% | 29.33%-6.0pp | 31.58%-8.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $15,729 | $3,846+308.9% | $3,594+337.7% | $4,379+259.2% |
| Participant deferral / active EE | $14,850 | $8,719+70.3% | $8,309+78.7% | $6,730+120.6% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |