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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,979 | $212,386+13.5% | $199,883+20.6% | $138,895+73.5% |
| Participation rate | 95.5% | 87.4%+8.1pp | 86.8%+8.7pp | 79.9%+15.5pp |
| Annual return | 18.82% | 47.75%-28.9pp | 43.81%-25.0pp | 145.39%-126.6pp |
| Employer contribution / active EE | $10,322 | $6,625+55.8% | $6,261+64.8% | $4,194+146.1% |
| Participant deferral / active EE | $22,510 | $9,617+134.1% | $9,138+146.3% | $6,396+251.9% |
| Admin fee / account holder | $6 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |