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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,281 | $178,174+25.9% | $156,181+43.6% | $137,256+63.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.74% | 84.19%-70.5pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $6,878 | $4,972+38.3% | $4,294+60.2% | $4,156+65.5% |
| Participant deferral / active EE | $11,070 | $6,888+60.7% | $6,132+80.5% | $6,407+72.8% |
| Admin fee / account holder | $15 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |