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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,141 | $162,136+49.3% | $152,301+59.0% | $154,746+56.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.68% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,403 | $4,890-30.4% | $4,624-26.4% | $4,379-22.3% |
| Participant deferral / active EE | $7,596 | $8,341-8.9% | $8,004-5.1% | $6,730+12.9% |
| Admin fee / account holder | $33 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |