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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,570 | $223,823+11.1% | $211,142+17.7% | $154,746+60.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.76% | 50.39%-31.6pp | 46.84%-28.1pp | 172.34%-153.6pp |
| Employer contribution / active EE | $21,459 | $6,787+216.2% | $6,442+233.1% | $4,379+390.0% |
| Participant deferral / active EE | $15,041 | $9,750+54.3% | $9,284+62.0% | $6,730+123.5% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |