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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,962 | $181,062+28.7% | $158,223+47.2% | $155,188+50.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.80% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $9,602 | $4,565+110.3% | $4,109+133.7% | $4,248+126.0% |
| Participant deferral / active EE | $11,603 | $6,134+89.1% | $5,467+112.2% | $6,531+77.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |