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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,498 | $172,111+25.2% | $150,298+43.4% | $137,256+57.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.56% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $19,152 | $4,636+313.1% | $4,154+361.0% | $4,156+360.8% |
| Participant deferral / active EE | $12,466 | $6,166+102.2% | $5,453+128.6% | $6,407+94.6% |
| Admin fee / account holder | $31 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |