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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,159 | $156,398+11.4% | $147,318+18.2% | $138,895+25.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.45% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $8,520 | $4,853+75.6% | $4,593+85.5% | $4,194+103.1% |
| Participant deferral / active EE | $10,171 | $8,237+23.5% | $7,906+28.6% | $6,396+59.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |