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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,619 | $154,228+34.6% | $145,433+42.8% | $137,256+51.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.19% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $14,653 | $4,804+205.0% | $4,554+221.7% | $4,156+252.6% |
| Participant deferral / active EE | $17,229 | $8,216+109.7% | $7,897+118.2% | $6,407+168.9% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |