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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,750 | $211,239+16.3% | $178,528+37.7% | $145,877+68.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.74% | 30.22%-12.5pp | 27.11%-9.4pp | 551.28%-533.5pp |
| Employer contribution / active EE | $15,093 | $4,570+230.2% | $3,950+282.0% | $4,663+223.7% |
| Participant deferral / active EE | $25,440 | $6,963+265.4% | $6,278+305.2% | $6,691+280.2% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |