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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,796 | $185,312+24.0% | $161,489+42.3% | $154,746+48.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.17% | 103.84%-89.7pp | 89.72%-75.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $8,111 | $4,769+70.1% | $4,268+90.0% | $4,379+85.2% |
| Participant deferral / active EE | $17,276 | $6,350+172.1% | $5,630+206.9% | $6,730+156.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |