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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,964 | $174,379+14.1% | $152,093+30.8% | $138,895+43.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.95% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $6,993 | $4,652+50.3% | $4,175+67.5% | $4,194+66.7% |
| Participant deferral / active EE | $12,049 | $6,159+95.6% | $5,451+121.0% | $6,396+88.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |