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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,744 | $201,370+13.6% | $184,256+24.1% | $145,897+56.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.41% | 29.05%-4.6pp | 28.85%-4.4pp | 552.29%-527.9pp |
| Employer contribution / active EE | $20,076 | $7,024+185.8% | $6,427+212.4% | $4,663+330.6% |
| Participant deferral / active EE | $17,236 | $9,808+75.7% | $9,133+88.7% | $6,689+157.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |