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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,466 | $232,540-2.2% | $185,117+22.9% | $147,585+54.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.35% | 43.03%-30.7pp | 40.50%-28.1pp | 578.57%-566.2pp |
| Employer contribution / active EE | $31,000 | $5,195+496.7% | $4,182+641.3% | $4,876+535.7% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |