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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,624 | $209,336-15.6% | $197,124-10.4% | $137,256+28.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.29% | 48.09%-25.8pp | 44.34%-22.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $25,336 | $6,591+284.4% | $6,227+306.8% | $4,156+509.6% |
| Participant deferral / active EE | $18,977 | $9,614+97.4% | $9,135+107.7% | $6,407+196.2% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |