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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,138 | $174,379+32.5% | $152,093+52.0% | $138,895+66.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.88% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $15,996 | $4,652+243.9% | $4,175+283.2% | $4,194+281.4% |
| Participant deferral / active EE | $18,167 | $6,159+195.0% | $5,451+233.2% | $6,396+184.0% |
| Admin fee / account holder | $250 | $16,880-98.5% | $14,497-98.3% | $12,562-98.0% |