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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,847 | $199,109+13.4% | $173,730+30.0% | $154,746+45.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.45% | 20.02%-4.6pp | 19.96%-4.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $9,183 | $5,311+72.9% | $4,577+100.6% | $4,379+109.7% |
| Participant deferral / active EE | $15,500 | $7,113+117.9% | $6,326+145.0% | $6,730+130.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |