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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,494 | $209,336-11.4% | $197,124-5.9% | $137,256+35.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.25% | 48.09%-24.8pp | 44.34%-21.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $17,654 | $6,591+167.9% | $6,227+183.5% | $4,156+324.8% |
| Participant deferral / active EE | $21,850 | $9,614+127.3% | $9,135+139.2% | $6,407+241.0% |
| Admin fee / account holder | $270 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |