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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,090 | $201,344+0.4% | $184,243+9.7% | $145,877+38.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.57% | 29.01%-15.4pp | 28.82%-15.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $9,585 | $7,022+36.5% | $6,427+49.1% | $4,663+105.6% |
| Participant deferral / active EE | $14,133 | $9,807+44.1% | $9,132+54.8% | $6,691+111.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |