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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,305 | $211,224+18.0% | $178,505+39.7% | $145,897+70.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.91% | 30.28%-22.4pp | 27.16%-19.2pp | 552.29%-544.4pp |
| Employer contribution / active EE | $4,701 | $4,577+2.7% | $3,955+18.9% | $4,663+0.8% |
| Participant deferral / active EE | $12,205 | $6,966+75.2% | $6,280+94.3% | $6,689+82.5% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |