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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,552 | $154,228+26.8% | $145,433+34.5% | $137,256+42.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.30% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $40,894 | $4,804+751.3% | $4,554+797.9% | $4,156+884.0% |
| Participant deferral / active EE | $14,109 | $8,216+71.7% | $7,897+78.7% | $6,407+120.2% |
| Admin fee / account holder | $195 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |