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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,102 | $211,224+4.7% | $178,505+23.9% | $145,897+51.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.66% | 30.28%-20.6pp | 27.16%-17.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $28,315 | $4,577+518.7% | $3,955+615.9% | $4,663+507.3% |
| Participant deferral / active EE | $12,039 | $6,966+72.8% | $6,280+91.7% | $6,689+80.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |