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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,095 | $154,228+29.7% | $145,433+37.6% | $137,256+45.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.27% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $15,833 | $4,804+229.6% | $4,554+247.6% | $4,156+281.0% |
| Participant deferral / active EE | $13,469 | $8,216+63.9% | $7,897+70.5% | $6,407+110.2% |
| Admin fee / account holder | $220 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |