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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,139 | $162,136+26.5% | $152,301+34.7% | $154,746+32.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 75.02% | 91.02%-16.0pp | 80.50%-5.5pp | 172.34%-97.3pp |
| Employer contribution / active EE | $1,781 | $4,890-63.6% | $4,624-61.5% | $4,379-59.3% |
| Participant deferral / active EE | $21,688 | $8,341+160.0% | $8,004+171.0% | $6,730+222.2% |
| Admin fee / account holder | $218 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |