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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,003 | $211,239+13.1% | $178,528+33.9% | $145,877+63.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.92% | 30.22%-18.3pp | 27.11%-15.2pp | 551.28%-539.4pp |
| Employer contribution / active EE | $14,965 | $4,570+227.5% | $3,950+278.8% | $4,663+220.9% |
| Participant deferral / active EE | $19,313 | $6,963+177.4% | $6,278+207.6% | $6,691+188.7% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |