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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,553 | $201,370+22.9% | $184,256+34.4% | $145,897+69.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.46% | 29.05%-12.6pp | 28.85%-12.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $5,903 | $7,024-16.0% | $6,427-8.2% | $4,663+26.6% |
| Participant deferral / active EE | $9,579 | $9,808-2.3% | $9,133+4.9% | $6,689+43.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |