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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,292 | $155,555+59.6% | $146,866+69.1% | $155,188+60.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 26.90% | 115.41%-88.5pp | 102.85%-76.0pp | 148.84%-121.9pp |
| Employer contribution / active EE | $11,734 | $4,647+152.5% | $4,425+165.2% | $4,248+176.2% |
| Participant deferral / active EE | $11,750 | $8,044+46.1% | $7,759+51.4% | $6,531+79.9% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |