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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,287 | $201,372+20.8% | $184,260+32.0% | $145,884+66.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.19% | 29.04%+0.2pp | 28.84%+0.4pp | 551.85%-522.7pp |
| Employer contribution / active EE | $9,580 | $7,024+36.4% | $6,427+49.0% | $4,662+105.5% |
| Participant deferral / active EE | $20,402 | $9,808+108.0% | $9,133+123.4% | $6,690+205.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |