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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,893 | $154,228+8.9% | $145,433+15.4% | $137,256+22.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.13% | 74.59%-58.5pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $14,193 | $4,804+195.4% | $4,554+211.6% | $4,156+241.5% |
| Participant deferral / active EE | $13,633 | $8,216+65.9% | $7,897+72.6% | $6,407+112.8% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |