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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,646 | $210,908+2.7% | $153,643+41.0% | $145,884+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 | 551.85%-538.2pp |
| Employer contribution / active EE | $9,084 | $6,055+50.0% | $5,039+80.3% | $4,662+94.8% |
| Participant deferral / active EE | $15,731 | $7,976+97.2% | $6,754+132.9% | $6,690+135.2% |
| Admin fee / account holder | $0 | $19,477-100.0% | $12,739-100.0% | $13,392-100.0% |