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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,292 | $154,228+61.0% | $145,433+70.7% | $137,256+80.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.90% | 74.59%-47.7pp | 66.58%-39.7pp | 220.34%-193.4pp |
| Employer contribution / active EE | $11,734 | $4,804+144.3% | $4,554+157.6% | $4,156+182.3% |
| Participant deferral / active EE | $11,750 | $8,216+43.0% | $7,897+48.8% | $6,407+83.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |