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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,141 | $154,228+57.0% | $145,433+66.5% | $137,256+76.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.68% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,403 | $4,804-29.2% | $4,554-25.3% | $4,156-18.1% |
| Participant deferral / active EE | $7,596 | $8,216-7.6% | $7,897-3.8% | $6,407+18.6% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |