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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,256 | $185,312+22.1% | $161,489+40.1% | $154,746+46.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.43% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $3,801 | $4,769-20.3% | $4,268-10.9% | $4,379-13.2% |
| Participant deferral / active EE | $5,762 | $6,350-9.3% | $5,630+2.3% | $6,730-14.4% |
| Admin fee / account holder | $35 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |