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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,008 | $211,239+17.9% | $178,528+39.5% | $145,877+70.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.82% | 30.22%-20.4pp | 27.11%-17.3pp | 551.28%-541.5pp |
| Employer contribution / active EE | $7,903 | $4,570+72.9% | $3,950+100.1% | $4,663+69.5% |
| Participant deferral / active EE | $15,169 | $6,963+117.9% | $6,278+141.6% | $6,691+126.7% |
| Admin fee / account holder | $40 | $12,095-99.7% | $10,419-99.6% | $13,402-99.7% |