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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,847 | $213,785+5.6% | $185,441+21.8% | $155,188+45.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.45% | 19.97%-4.5pp | 20.16%-4.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $9,183 | $5,393+70.3% | $4,672+96.5% | $4,248+116.2% |
| Participant deferral / active EE | $15,500 | $6,864+125.8% | $6,152+152.0% | $6,531+137.3% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |