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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,424 | $154,228+24.8% | $145,433+32.3% | $137,256+40.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 53.18% | 74.59%-21.4pp | 66.58%-13.4pp | 220.34%-167.2pp |
| Employer contribution / active EE | $25,607 | $4,804+433.0% | $4,554+462.2% | $4,156+516.1% |
| Participant deferral / active EE | $18,997 | $8,216+131.2% | $7,897+140.5% | $6,407+196.5% |
| Admin fee / account holder | $49 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |