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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,116 | $223,823-1.7% | $211,142+4.3% | $154,746+42.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.56% | 50.39%-25.8pp | 46.84%-22.3pp | 172.34%-147.8pp |
| Employer contribution / active EE | $29,364 | $6,787+332.7% | $6,442+355.8% | $4,379+570.6% |
| Participant deferral / active EE | $22,770 | $9,750+133.5% | $9,284+145.3% | $6,730+238.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |