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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,697 | $155,555+21.3% | $146,866+28.5% | $155,188+21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.45% | 115.41%-101.0pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $15,000 | $4,647+222.8% | $4,425+239.0% | $4,248+253.1% |
| Participant deferral / active EE | $11,700 | $8,044+45.4% | $7,759+50.8% | $6,531+79.1% |
| Admin fee / account holder | $22 | $14,755-99.9% | $13,620-99.8% | $14,480-99.8% |