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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,935 | $227,291+4.7% | $214,702+10.8% | $155,188+53.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.54% | 60.08%-43.5pp | 54.55%-38.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $7,121 | $6,772+5.2% | $6,461+10.2% | $4,248+67.6% |
| Participant deferral / active EE | $5,698 | $9,582-40.5% | $9,147-37.7% | $6,531-12.8% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |