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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,853 | $154,228+35.4% | $145,433+43.6% | $137,256+52.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.10% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $11,373 | $4,804+136.7% | $4,554+149.7% | $4,156+173.6% |
| Participant deferral / active EE | $8,770 | $8,216+6.7% | $7,897+11.1% | $6,407+36.9% |
| Admin fee / account holder | $5 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |