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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,646 | $210,991+2.7% | $153,741+40.9% | $145,897+48.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.62% | 13.46%+0.2pp | 15.71%-2.1pp | 552.29%-538.7pp |
| Employer contribution / active EE | $9,084 | $6,057+50.0% | $5,042+80.2% | $4,663+94.8% |
| Participant deferral / active EE | $15,731 | $7,979+97.2% | $6,757+132.8% | $6,689+135.2% |
| Admin fee / account holder | $0 | $19,490-100.0% | $12,749-100.0% | $13,390-100.0% |