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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,141 | $156,398+54.8% | $147,318+64.4% | $138,895+74.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.68% | 78.75%-60.1pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,403 | $4,853-29.9% | $4,593-25.9% | $4,194-18.9% |
| Participant deferral / active EE | $7,596 | $8,237-7.8% | $7,906-3.9% | $6,396+18.8% |
| Admin fee / account holder | $33 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |