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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,576 | $135,956+82.8% | $123,894+100.6% | $273,972-9.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.74% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $13,500 | $5,170+161.1% | $4,617+192.4% | $4,869+177.3% |
| Participant deferral / active EE | $8,516 | $6,343+34.3% | $5,984+42.3% | $5,287+61.1% |
| Admin fee / account holder | $123 | $9,817-98.7% | $8,357-98.5% | $10,133-98.8% |