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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,139 | $154,228+33.0% | $145,433+41.1% | $137,256+49.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 75.02% | 74.59%+0.4pp | 66.58%+8.4pp | 220.34%-145.3pp |
| Employer contribution / active EE | $1,781 | $4,804-62.9% | $4,554-60.9% | $4,156-57.2% |
| Participant deferral / active EE | $21,688 | $8,216+164.0% | $7,897+174.6% | $6,407+238.5% |
| Admin fee / account holder | $218 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |