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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,886 | $185,312+23.0% | $161,489+41.1% | $154,746+47.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.14% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $7,874 | $4,769+65.1% | $4,268+84.5% | $4,379+79.8% |
| Participant deferral / active EE | $13,625 | $6,350+114.6% | $5,630+142.0% | $6,730+102.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |