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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,095 | $162,136+23.4% | $152,301+31.4% | $154,746+29.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.27% | 91.02%-70.8pp | 80.50%-60.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $15,833 | $4,890+223.8% | $4,624+242.4% | $4,379+261.6% |
| Participant deferral / active EE | $13,469 | $8,341+61.5% | $8,004+68.3% | $6,730+100.1% |
| Admin fee / account holder | $220 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |