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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,701 | $155,555+25.2% | $146,866+32.6% | $155,188+25.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.17% | 115.41%-100.2pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $3,760 | $4,647-19.1% | $4,425-15.0% | $4,248-11.5% |
| Participant deferral / active EE | $12,938 | $8,044+60.8% | $7,759+66.7% | $6,531+98.1% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |