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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,428 | $197,625+16.1% | $177,840+29.0% | $158,966+44.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.36% | 58.76%-34.4pp | 48.32%-24.0pp | 302.95%-278.6pp |
| Employer contribution / active EE | $16,038 | $6,698+139.4% | $5,919+171.0% | $4,762+236.8% |
| Participant deferral / active EE | $13,517 | $8,405+60.8% | $7,714+75.2% | $5,983+125.9% |
| Admin fee / account holder | $129 | $15,405-99.2% | $12,431-99.0% | $11,250-98.9% |