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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,553 | $201,259+23.0% | $184,200+34.4% | $145,959+69.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.46% | 28.98%-12.5pp | 28.80%-12.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $5,903 | $7,018-15.9% | $6,424-8.1% | $4,661+26.6% |
| Participant deferral / active EE | $9,579 | $9,806-2.3% | $9,132+4.9% | $6,689+43.2% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |