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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,328 | $162,136+9.4% | $152,301+16.4% | $154,746+14.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.99% | 91.02%-69.0pp | 80.50%-58.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $25,950 | $4,890+430.7% | $4,624+461.2% | $4,379+492.6% |
| Participant deferral / active EE | $16,566 | $8,341+98.6% | $8,004+107.0% | $6,730+146.1% |
| Admin fee / account holder | $185 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |