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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,467 | $212,386+17.0% | $199,883+24.3% | $138,895+78.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.35% | 47.75%-29.4pp | 43.81%-25.5pp | 145.39%-127.0pp |
| Employer contribution / active EE | $15,970 | $6,625+141.1% | $6,261+155.1% | $4,194+280.8% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |