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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,133 | $181,062+31.5% | $158,223+50.5% | $155,188+53.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.67% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,643 | $4,565-42.1% | $4,109-35.7% | $4,248-37.8% |
| Participant deferral / active EE | $7,119 | $6,134+16.0% | $5,467+30.2% | $6,531+9.0% |
| Admin fee / account holder | $210 | $18,825-98.9% | $16,047-98.7% | $14,480-98.6% |