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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,719 | $154,228+6.8% | $145,433+13.3% | $137,256+20.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.10% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $10,899 | $4,804+126.9% | $4,554+139.3% | $4,156+162.2% |
| Participant deferral / active EE | $2,616 | $8,216-68.2% | $7,897-66.9% | $6,407-59.2% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |