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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,922 | $156,398+25.9% | $147,318+33.7% | $138,895+41.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.15% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $11,438 | $4,853+135.7% | $4,593+149.0% | $4,194+172.7% |
| Participant deferral / active EE | $22,313 | $8,237+170.9% | $7,906+182.2% | $6,396+248.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |