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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,957 | $228,395+0.2% | $185,861+23.2% | $158,982+44.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.96% | 40.82%-14.9pp | 35.96%-10.0pp | 302.99%-277.0pp |
| Employer contribution / active EE | $10,577 | $4,968+112.9% | $4,088+158.7% | $4,763+122.1% |
| Participant deferral / active EE | $13,541 | $6,417+111.0% | $5,634+140.4% | $5,983+126.3% |
| Admin fee / account holder | $166 | $11,869-98.6% | $9,503-98.3% | $11,252-98.5% |