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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,844 | $156,398+18.2% | $147,318+25.5% | $138,895+33.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.66% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $16,773 | $4,853+245.6% | $4,593+265.2% | $4,194+299.9% |
| Participant deferral / active EE | $19,583 | $8,237+137.7% | $7,906+147.7% | $6,396+206.2% |
| Admin fee / account holder | $14 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |