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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,792 | $213,785+6.1% | $185,441+22.3% | $155,188+46.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.99% | 19.97%-12.0pp | 20.16%-12.2pp | 148.84%-140.8pp |
| Employer contribution / active EE | $18,500 | $5,393+243.0% | $4,672+296.0% | $4,248+335.5% |
| Participant deferral / active EE | $20,000 | $6,864+191.4% | $6,152+225.1% | $6,531+206.2% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |