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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,866 | $227,291+4.7% | $214,702+10.8% | $155,188+53.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.38% | 60.08%-42.7pp | 54.55%-37.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $17,729 | $6,772+161.8% | $6,461+174.4% | $4,248+317.4% |
| Participant deferral / active EE | $26,736 | $9,582+179.0% | $9,147+192.3% | $6,531+309.4% |
| Admin fee / account holder | $257 | $20,413-98.7% | $19,830-98.7% | $14,480-98.2% |