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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,688 | $201,370+2.6% | $184,256+12.2% | $145,897+41.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.84% | 29.05%-17.2pp | 28.85%-17.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $27,225 | $7,024+287.6% | $6,427+323.6% | $4,663+483.9% |
| Participant deferral / active EE | $18,250 | $9,808+86.1% | $9,133+99.8% | $6,689+172.8% |
| Admin fee / account holder | $27 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |