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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,560 | $135,956+74.0% | $123,894+90.9% | $273,972-13.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.92% | 56.63%-44.7pp | 47.52%-35.6pp | 41.46%-29.5pp |
| Employer contribution / active EE | $33,202 | $5,170+542.3% | $4,617+619.2% | $4,869+581.9% |
| Participant deferral / active EE | $18,571 | $6,343+192.8% | $5,984+210.3% | $5,287+251.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |