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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,003 | $211,224+13.2% | $178,505+33.9% | $145,897+63.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.92% | 30.28%-18.4pp | 27.16%-15.2pp | 552.29%-540.4pp |
| Employer contribution / active EE | $14,965 | $4,577+227.0% | $3,955+278.4% | $4,663+221.0% |
| Participant deferral / active EE | $19,313 | $6,966+177.3% | $6,280+207.5% | $6,689+188.7% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |