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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,181 | $201,372+11.3% | $184,260+21.7% | $145,884+53.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.33% | 29.04%-3.7pp | 28.84%-3.5pp | 551.85%-526.5pp |
| Employer contribution / active EE | $8,957 | $7,024+27.5% | $6,427+39.4% | $4,662+92.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |