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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,619 | $162,136+28.1% | $152,301+36.3% | $154,746+34.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.19% | 91.02%-69.8pp | 80.50%-59.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $14,653 | $4,890+199.6% | $4,624+216.8% | $4,379+234.6% |
| Participant deferral / active EE | $17,229 | $8,341+106.6% | $8,004+115.3% | $6,730+156.0% |
| Admin fee / account holder | $19 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |