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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,412 | $212,386-0.9% | $199,883+5.3% | $138,895+51.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.88% | 47.75%-28.9pp | 43.81%-24.9pp | 145.39%-126.5pp |
| Employer contribution / active EE | $10,909 | $6,625+64.7% | $6,261+74.2% | $4,194+160.1% |
| Participant deferral / active EE | $7,468 | $9,617-22.3% | $9,138-18.3% | $6,396+16.8% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |