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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,798 | $156,398+10.5% | $147,318+17.3% | $138,895+24.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.24% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $7,560 | $4,853+55.8% | $4,593+64.6% | $4,194+80.2% |
| Participant deferral / active EE | $24,000 | $8,237+191.4% | $7,906+203.6% | $6,396+275.2% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |