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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,866 | $212,386+12.0% | $199,883+19.0% | $138,895+71.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.38% | 47.75%-30.4pp | 43.81%-26.4pp | 145.39%-128.0pp |
| Employer contribution / active EE | $17,729 | $6,625+167.6% | $6,261+183.2% | $4,194+322.7% |
| Participant deferral / active EE | $26,736 | $9,617+178.0% | $9,138+192.6% | $6,396+318.0% |
| Admin fee / account holder | $257 | $18,233-98.6% | $17,268-98.5% | $12,562-98.0% |