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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,383 | $172,111+31.0% | $150,298+50.0% | $137,256+64.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.14% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,167 | $4,636-53.3% | $4,154-47.8% | $4,156-47.9% |
| Participant deferral / active EE | $11,533 | $6,166+87.1% | $5,453+111.5% | $6,407+80.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |