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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,605 | $154,228+32.0% | $145,433+40.0% | $137,256+48.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.34% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $11,774 | $4,804+145.1% | $4,554+158.5% | $4,156+183.3% |
| Participant deferral / active EE | $19,012 | $8,216+131.4% | $7,897+140.7% | $6,407+196.8% |
| Admin fee / account holder | $120 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |