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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,457 | $172,111+19.4% | $150,298+36.7% | $137,256+49.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.72% | 69.37%-49.6pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $17,563 | $4,636+278.8% | $4,154+322.8% | $4,156+322.6% |
| Participant deferral / active EE | $11,926 | $6,166+93.4% | $5,453+118.7% | $6,407+86.1% |
| Admin fee / account holder | $26 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |