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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,286 | $124,425+78.7% | $112,040+98.4% | $137,256+61.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 26.32% | 24.72%+1.6pp | 24.52%+1.8pp | 220.34%-194.0pp |
| Employer contribution / active EE | $10,950 | $3,411+221.0% | $2,954+270.7% | $4,156+163.5% |
| Participant deferral / active EE | $29,125 | $5,718+409.3% | $5,098+471.3% | $6,407+354.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |