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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,505 | $154,228+40.4% | $145,433+48.9% | $137,256+57.7% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 19.89% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $13,525 | $4,804+181.5% | $4,554+196.9% | $4,156+225.4% |
| Participant deferral / active EE | $10,887 | $8,216+32.5% | $7,897+37.9% | $6,407+69.9% |
| Admin fee / account holder | $1 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |