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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,383 | $174,379+29.2% | $152,093+48.2% | $138,895+62.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.14% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,167 | $4,652-53.4% | $4,175-48.1% | $4,194-48.3% |
| Participant deferral / active EE | $11,533 | $6,159+87.3% | $5,451+111.6% | $6,396+80.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |