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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,242 | $156,398+28.0% | $147,318+35.9% | $138,895+44.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.67% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.7pp |
| Employer contribution / active EE | $40,678 | $4,853+738.2% | $4,593+785.7% | $4,194+869.9% |
| Participant deferral / active EE | $19,556 | $8,237+137.4% | $7,906+147.3% | $6,396+205.7% |
| Admin fee / account holder | $40 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |