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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,959 | $209,336+7.0% | $197,124+13.6% | $137,256+63.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.31% | 48.09%-28.8pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,578 | $6,591-45.7% | $6,227-42.5% | $4,156-13.9% |
| Participant deferral / active EE | $23,167 | $9,614+141.0% | $9,135+153.6% | $6,407+261.6% |
| Admin fee / account holder | $78 | $17,308-99.6% | $16,298-99.5% | $12,270-99.4% |