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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,346 | $154,228+12.4% | $145,433+19.2% | $137,256+26.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.33% | 74.59%-54.3pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,610 | $4,804-45.7% | $4,554-42.7% | $4,156-37.2% |
| Participant deferral / active EE | $18,157 | $8,216+121.0% | $7,897+129.9% | $6,407+183.4% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |