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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,672 | $155,555+31.6% | $146,866+39.4% | $155,188+31.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.10% | 115.41%-98.3pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $10,268 | $4,647+121.0% | $4,425+132.1% | $4,248+141.7% |
| Participant deferral / active EE | $2,518 | $8,044-68.7% | $7,759-67.5% | $6,531-61.4% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |