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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,803 | $154,228+48.4% | $145,433+57.3% | $137,256+66.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.92% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $7,751 | $4,804+61.3% | $4,554+70.2% | $4,156+86.5% |
| Participant deferral / active EE | $16,930 | $8,216+106.1% | $7,897+114.4% | $6,407+164.3% |
| Admin fee / account holder | $56 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |