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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,786 | $154,228+10.7% | $145,433+17.4% | $137,256+24.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.93% | 74.59%-61.7pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $13,398 | $4,804+178.9% | $4,554+194.2% | $4,156+222.4% |
| Participant deferral / active EE | $6,200 | $8,216-24.5% | $7,897-21.5% | $6,407-3.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |