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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,715 | $154,228+42.5% | $145,433+51.1% | $137,256+60.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.33% | 74.59%-56.3pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $16,449 | $4,804+242.4% | $4,554+261.2% | $4,156+295.8% |
| Participant deferral / active EE | $6,858 | $8,216-16.5% | $7,897-13.2% | $6,407+7.0% |
| Admin fee / account holder | $185 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |