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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,834 | $201,264+0.3% | $184,185+9.6% | $145,978+38.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.04% | 29.00%-12.0pp | 28.81%-11.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $15,564 | $7,021+121.7% | $6,426+142.2% | $4,662+233.9% |
| Participant deferral / active EE | $22,667 | $9,806+131.2% | $9,132+148.2% | $6,690+238.8% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |