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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,135 | $174,379+20.5% | $152,093+38.2% | $138,895+51.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.10% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,179 | $4,652-53.2% | $4,175-47.8% | $4,194-48.0% |
| Participant deferral / active EE | $11,884 | $6,159+93.0% | $5,451+118.0% | $6,396+85.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |