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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,256 | $181,062+25.0% | $158,223+43.0% | $155,188+45.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.43% | 57.39%-37.0pp | 52.09%-31.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $3,801 | $4,565-16.7% | $4,109-7.5% | $4,248-10.5% |
| Participant deferral / active EE | $5,762 | $6,134-6.1% | $5,467+5.4% | $6,531-11.8% |
| Admin fee / account holder | $35 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |