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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,750 | $211,288+16.3% | $178,540+37.6% | $145,884+68.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.74% | 30.27%-12.5pp | 27.15%-9.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $15,093 | $4,574+230.0% | $3,953+281.8% | $4,662+223.7% |
| Participant deferral / active EE | $25,440 | $6,967+265.2% | $6,281+305.1% | $6,690+280.3% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |