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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,181 | $201,344+11.3% | $184,243+21.7% | $145,877+53.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.33% | 29.01%-3.7pp | 28.82%-3.5pp | 551.28%-525.9pp |
| Employer contribution / active EE | $8,957 | $7,022+27.5% | $6,427+39.4% | $4,663+92.1% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |