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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,635 | $174,379+28.8% | $152,093+47.7% | $138,895+61.7% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 17.19% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $27,269 | $4,652+486.2% | $4,175+553.2% | $4,194+550.1% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $277 | $16,880-98.4% | $14,497-98.1% | $12,562-97.8% |