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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,377 | $212,386+6.1% | $199,883+12.8% | $138,895+62.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 25.04% | 47.75%-22.7pp | 43.81%-18.8pp | 145.39%-120.4pp |
| Employer contribution / active EE | $18,155 | $6,625+174.1% | $6,261+190.0% | $4,194+332.9% |
| Participant deferral / active EE | $18,642 | $9,617+93.8% | $9,138+104.0% | $6,396+191.4% |
| Admin fee / account holder | $103 | $18,233-99.4% | $17,268-99.4% | $12,562-99.2% |