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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,750 | $211,224+16.3% | $178,505+37.7% | $145,897+68.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.74% | 30.28%-12.5pp | 27.16%-9.4pp | 552.29%-534.6pp |
| Employer contribution / active EE | $15,093 | $4,577+229.8% | $3,955+281.6% | $4,663+223.7% |
| Participant deferral / active EE | $25,440 | $6,966+265.2% | $6,280+305.1% | $6,689+280.3% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |