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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,090 | $201,372+14.3% | $184,260+24.9% | $145,884+57.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.48% | 29.04%-9.6pp | 28.84%-9.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $2,491 | $7,024-64.5% | $6,427-61.2% | $4,662-46.6% |
| Participant deferral / active EE | $18,626 | $9,808+89.9% | $9,133+103.9% | $6,690+178.4% |
| Admin fee / account holder | -$1 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |