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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,311 | $181,062+14.5% | $158,223+31.0% | $155,188+33.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.20% | 57.39%-36.2pp | 52.09%-30.9pp | 148.84%-127.6pp |
| Employer contribution / active EE | $8,766 | $4,565+92.0% | $4,109+113.3% | $4,248+106.4% |
| Participant deferral / active EE | $4,579 | $6,134-25.4% | $5,467-16.2% | $6,531-29.9% |
| Admin fee / account holder | $107 | $18,825-99.4% | $16,047-99.3% | $14,480-99.3% |