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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,808 | $167,362+43.3% | $143,799+66.8% | $134,532+78.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 12.00% | 0.47%+11.5pp | -0.04%+12.0pp | 418.27%-406.3pp |
| Employer contribution / active EE | $18,000 | $5,620+220.3% | $4,952+263.5% | $4,741+279.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |