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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,302 | $172,111+10.0% | $150,298+26.0% | $137,256+37.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.96% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $10,765 | $4,636+132.2% | $4,154+159.2% | $4,156+159.0% |
| Participant deferral / active EE | $8,291 | $6,166+34.5% | $5,453+52.1% | $6,407+29.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |