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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,877 | $211,288+11.2% | $178,540+31.6% | $145,884+61.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.86% | 30.27%-18.4pp | 27.15%-15.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $17,754 | $4,574+288.2% | $3,953+349.1% | $4,662+280.8% |
| Participant deferral / active EE | $15,517 | $6,967+122.7% | $6,281+147.1% | $6,690+132.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |