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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,328 | $154,228+15.0% | $145,433+21.9% | $137,256+29.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.99% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $25,950 | $4,804+440.2% | $4,554+469.8% | $4,156+524.4% |
| Participant deferral / active EE | $16,566 | $8,216+101.6% | $7,897+109.8% | $6,407+158.6% |
| Admin fee / account holder | $185 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |