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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,345 | $208,088-2.3% | $186,193+9.2% | $154,746+31.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.59% | 89.97%-71.4pp | 78.03%-59.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $6,245 | $4,340+43.9% | $3,918+59.4% | $4,379+42.6% |
| Participant deferral / active EE | $9,249 | $7,078+30.7% | $6,513+42.0% | $6,730+37.4% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |