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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,019 | $154,228+31.0% | $145,433+38.9% | $137,256+47.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.20% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $11,951 | $4,804+148.8% | $4,554+162.4% | $4,156+187.6% |
| Participant deferral / active EE | $7,876 | $8,216-4.1% | $7,897-0.3% | $6,407+22.9% |
| Admin fee / account holder | $151 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |