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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,015 | $174,379+40.5% | $152,093+61.1% | $138,895+76.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.59% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $10,526 | $4,652+126.3% | $4,175+152.1% | $4,194+151.0% |
| Participant deferral / active EE | $20,784 | $6,159+237.4% | $5,451+281.3% | $6,396+224.9% |
| Admin fee / account holder | $12 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |