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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,678 | $154,228+58.6% | $145,433+68.2% | $137,256+78.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.85% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $14,932 | $4,804+210.8% | $4,554+227.9% | $4,156+259.3% |
| Participant deferral / active EE | $15,576 | $8,216+89.6% | $7,897+97.2% | $6,407+143.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |