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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,625 | $154,228+44.3% | $145,433+53.1% | $137,256+62.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.64% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $12,511 | $4,804+160.4% | $4,554+174.7% | $4,156+201.0% |
| Participant deferral / active EE | $10,683 | $8,216+30.0% | $7,897+35.3% | $6,407+66.7% |
| Admin fee / account holder | $153 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |