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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,413 | $154,228+14.4% | $145,433+21.3% | $137,256+28.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.85% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $14,224 | $4,804+196.1% | $4,554+212.3% | $4,156+242.3% |
| Participant deferral / active EE | $14,220 | $8,216+73.1% | $7,897+80.1% | $6,407+121.9% |
| Admin fee / account holder | $267 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |