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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,213 | $154,228+14.3% | $145,433+21.2% | $137,256+28.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.58% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $9,421 | $4,804+96.1% | $4,554+106.9% | $4,156+126.7% |
| Participant deferral / active EE | $13,415 | $8,216+63.3% | $7,897+69.9% | $6,407+109.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |