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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,877 | $211,105+11.3% | $178,449+31.6% | $145,978+60.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.86% | 30.19%-18.3pp | 27.09%-15.2pp | 550.52%-538.7pp |
| Employer contribution / active EE | $17,754 | $4,569+288.6% | $3,951+349.4% | $4,662+280.8% |
| Participant deferral / active EE | $15,517 | $6,959+123.0% | $6,277+147.2% | $6,690+132.0% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |