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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,377 | $209,336+7.7% | $197,124+14.3% | $137,256+64.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.04% | 48.09%-23.0pp | 44.34%-19.3pp | 220.34%-195.3pp |
| Employer contribution / active EE | $18,155 | $6,591+175.5% | $6,227+191.5% | $4,156+336.8% |
| Participant deferral / active EE | $18,642 | $9,614+93.9% | $9,135+104.1% | $6,407+191.0% |
| Admin fee / account holder | $103 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |