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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,930 | $197,625+14.8% | $177,840+27.6% | $158,966+42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.09% | 58.76%-51.7pp | 48.32%-41.2pp | 302.95%-295.9pp |
| Employer contribution / active EE | $16,225 | $6,698+142.2% | $5,919+174.1% | $4,762+240.7% |
| Participant deferral / active EE | $13,309 | $8,405+58.3% | $7,714+72.5% | $5,983+122.4% |
| Admin fee / account holder | $199 | $15,405-98.7% | $12,431-98.4% | $11,250-98.2% |