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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,570 | $275,752-9.9% | $256,809-3.2% | $198,609+25.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.76% | 34.81%-16.1pp | 32.73%-14.0pp | 202.70%-183.9pp |
| Employer contribution / active EE | $21,459 | $7,721+177.9% | $7,263+195.5% | $5,055+324.5% |
| Participant deferral / active EE | $15,041 | $10,037+49.9% | $9,520+58.0% | $6,977+115.6% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |