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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,239 | $162,136+51.9% | $152,301+61.7% | $154,746+59.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.41% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $14,706 | $4,890+200.7% | $4,624+218.0% | $4,379+235.8% |
| Participant deferral / active EE | $20,494 | $8,341+145.7% | $8,004+156.1% | $6,730+204.5% |
| Admin fee / account holder | $259 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |