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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,309 | $172,111+34.4% | $150,298+53.9% | $137,256+68.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.89% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $9,938 | $4,636+114.3% | $4,154+139.2% | $4,156+139.1% |
| Participant deferral / active EE | $10,339 | $6,166+67.7% | $5,453+89.6% | $6,407+61.4% |
| Admin fee / account holder | $173 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |