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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,377 | $201,344+9.0% | $184,243+19.1% | $145,877+50.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.83% | 29.01%-11.2pp | 28.82%-11.0pp | 551.28%-533.5pp |
| Employer contribution / active EE | $8,462 | $7,022+20.5% | $6,427+31.7% | $4,663+81.5% |
| Participant deferral / active EE | $11,327 | $9,807+15.5% | $9,132+24.0% | $6,691+69.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |