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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,672 | $181,062+30.7% | $158,223+49.6% | $155,188+52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.58% | 57.39%-39.8pp | 52.09%-34.5pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,821 | $4,565-60.1% | $4,109-55.7% | $4,248-57.1% |
| Participant deferral / active EE | $11,445 | $6,134+86.6% | $5,467+109.4% | $6,531+75.2% |
| Admin fee / account holder | $57 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |