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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,956 | $156,398+50.2% | $147,318+59.5% | $138,895+69.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.76% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $3,631 | $4,853-25.2% | $4,593-20.9% | $4,194-13.4% |
| Participant deferral / active EE | $7,298 | $8,237-11.4% | $7,906-7.7% | $6,396+14.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |