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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,254 | $172,111+35.5% | $150,298+55.2% | $137,256+69.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.87% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $16,294 | $4,636+251.5% | $4,154+292.2% | $4,156+292.1% |
| Participant deferral / active EE | $18,625 | $6,166+202.1% | $5,453+241.6% | $6,407+190.7% |
| Admin fee / account holder | $98 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |