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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,768 | $201,370+3.2% | $184,256+12.8% | $145,897+42.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 29.05%-10.3pp | 28.85%-10.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $8,645 | $7,024+23.1% | $6,427+34.5% | $4,663+85.4% |
| Participant deferral / active EE | $22,767 | $9,808+132.1% | $9,133+149.3% | $6,689+240.3% |
| Admin fee / account holder | $27 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |