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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,498 | $156,398+35.2% | $147,318+43.6% | $138,895+52.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.46% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $9,801 | $4,853+102.0% | $4,593+113.4% | $4,194+133.7% |
| Participant deferral / active EE | $6,648 | $8,237-19.3% | $7,906-15.9% | $6,396+3.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |