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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,917 | $212,386-3.5% | $199,883+2.5% | $138,895+47.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.84% | 47.75%-28.9pp | 43.81%-25.0pp | 145.39%-126.6pp |
| Employer contribution / active EE | $10,615 | $6,625+60.2% | $6,261+69.5% | $4,194+153.1% |
| Participant deferral / active EE | $12,291 | $9,617+27.8% | $9,138+34.5% | $6,396+92.2% |
| Admin fee / account holder | $5 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |