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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,285 | $174,379+38.4% | $152,093+58.6% | $138,895+73.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.71% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $9,114 | $4,652+95.9% | $4,175+118.3% | $4,194+117.3% |
| Participant deferral / active EE | $5,873 | $6,159-4.6% | $5,451+7.7% | $6,396-8.2% |
| Admin fee / account holder | $253 | $16,880-98.5% | $14,497-98.3% | $12,562-98.0% |