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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,552 | $162,136+20.6% | $152,301+28.4% | $154,746+26.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.30% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $40,894 | $4,890+736.2% | $4,624+784.3% | $4,379+833.9% |
| Participant deferral / active EE | $14,109 | $8,341+69.2% | $8,004+76.3% | $6,730+109.6% |
| Admin fee / account holder | $195 | $15,759-98.8% | $14,398-98.6% | $14,365-98.6% |