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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,882 | $174,379+29.5% | $152,093+48.5% | $138,895+62.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 93.78% | 74.86%+18.9pp | 66.36%+27.4pp | 145.39%-51.6pp |
| Employer contribution / active EE | $6,779 | $4,652+45.7% | $4,175+62.4% | $4,194+61.6% |
| Participant deferral / active EE | $16,975 | $6,159+175.6% | $5,451+211.4% | $6,396+165.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |