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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,471 | $154,228+34.5% | $145,433+42.7% | $137,256+51.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.08% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,091 | $4,804-35.7% | $4,554-32.1% | $4,156-25.6% |
| Participant deferral / active EE | $10,996 | $8,216+33.8% | $7,897+39.2% | $6,407+71.6% |
| Admin fee / account holder | $5 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |