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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,086 | $156,398+40.7% | $147,318+49.4% | $138,895+58.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.66% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $4,284 | $4,853-11.7% | $4,593-6.7% | $4,194+2.1% |
| Participant deferral / active EE | $10,133 | $8,237+23.0% | $7,906+28.2% | $6,396+58.4% |
| Admin fee / account holder | $120 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |