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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,305 | $211,288+18.0% | $178,540+39.6% | $145,884+70.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.91% | 30.27%-22.4pp | 27.15%-19.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $4,701 | $4,574+2.8% | $3,953+18.9% | $4,662+0.8% |
| Participant deferral / active EE | $12,205 | $6,967+75.2% | $6,281+94.3% | $6,690+82.4% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |