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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,496 | $228,395+0.5% | $185,861+23.5% | $158,982+44.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 42.16% | 40.82%+1.3pp | 35.96%+6.2pp | 302.99%-260.8pp |
| Employer contribution / active EE | $2,700 | $4,968-45.6% | $4,088-34.0% | $4,763-43.3% |
| Participant deferral / active EE | $16,900 | $6,417+163.3% | $5,634+200.0% | $5,983+182.4% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |