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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,086 | $162,136+35.7% | $152,301+44.5% | $154,746+42.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.66% | 91.02%-73.4pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $4,284 | $4,890-12.4% | $4,624-7.4% | $4,379-2.2% |
| Participant deferral / active EE | $10,133 | $8,341+21.5% | $8,004+26.6% | $6,730+50.6% |
| Admin fee / account holder | $120 | $15,759-99.2% | $14,398-99.2% | $14,365-99.2% |