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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,635 | $181,062+24.1% | $158,223+42.0% | $155,188+44.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 17.19% | 57.39%-40.2pp | 52.09%-34.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $27,269 | $4,565+497.4% | $4,109+563.7% | $4,248+541.9% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $277 | $18,825-98.5% | $16,047-98.3% | $14,480-98.1% |