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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,235 | $155,555+22.3% | $146,866+29.5% | $155,188+22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.19% | 115.41%-94.2pp | 102.85%-81.7pp | 148.84%-127.6pp |
| Employer contribution / active EE | $7,511 | $4,647+61.6% | $4,425+69.8% | $4,248+76.8% |
| Participant deferral / active EE | $27,215 | $8,044+238.3% | $7,759+250.7% | $6,531+316.7% |
| Admin fee / account holder | $200 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |