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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,672 | $174,379+35.7% | $152,093+55.6% | $138,895+70.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.58% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,821 | $4,652-60.9% | $4,175-56.4% | $4,194-56.6% |
| Participant deferral / active EE | $11,445 | $6,159+85.8% | $5,451+109.9% | $6,396+78.9% |
| Admin fee / account holder | $57 | $16,880-99.7% | $14,497-99.6% | $12,562-99.5% |