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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,890 | $154,228+54.9% | $145,433+64.3% | $137,256+74.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.27% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $21,954 | $4,804+357.0% | $4,554+382.0% | $4,156+428.2% |
| Participant deferral / active EE | $5,094 | $8,216-38.0% | $7,897-35.5% | $6,407-20.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |