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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,715 | $162,136+35.5% | $152,301+44.3% | $154,746+42.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.33% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $16,449 | $4,890+236.4% | $4,624+255.7% | $4,379+275.6% |
| Participant deferral / active EE | $6,858 | $8,341-17.8% | $8,004-14.3% | $6,730+1.9% |
| Admin fee / account holder | $185 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |