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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,979 | $227,291+6.0% | $214,702+12.2% | $155,188+55.3% |
| Participation rate | 95.5% | 88.0%+7.5pp | 87.5%+8.0pp | 80.8%+14.7pp |
| Annual return | 18.82% | 60.08%-41.3pp | 54.55%-35.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $10,322 | $6,772+52.4% | $6,461+59.8% | $4,248+143.0% |
| Participant deferral / active EE | $22,510 | $9,582+134.9% | $9,147+146.1% | $6,531+244.7% |
| Admin fee / account holder | $6 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |