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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,744 | $154,228+27.6% | $145,433+35.3% | $137,256+43.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.94% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $20,669 | $4,804+330.2% | $4,554+353.8% | $4,156+397.3% |
| Participant deferral / active EE | $12,529 | $8,216+52.5% | $7,897+58.6% | $6,407+95.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |