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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,328 | $155,555+14.0% | $146,866+20.7% | $155,188+14.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.99% | 115.41%-93.4pp | 102.85%-80.9pp | 148.84%-126.8pp |
| Employer contribution / active EE | $25,950 | $4,647+458.5% | $4,425+486.5% | $4,248+510.9% |
| Participant deferral / active EE | $16,566 | $8,044+105.9% | $7,759+113.5% | $6,531+153.6% |
| Admin fee / account holder | $185 | $14,755-98.7% | $13,620-98.6% | $14,480-98.7% |