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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,866 | $209,336+13.6% | $197,124+20.7% | $137,256+73.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.38% | 48.09%-30.7pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $17,729 | $6,591+169.0% | $6,227+184.7% | $4,156+326.6% |
| Participant deferral / active EE | $26,736 | $9,614+178.1% | $9,135+192.7% | $6,407+317.3% |
| Admin fee / account holder | $257 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |