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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,902 | $227,291-11.2% | $214,702-6.0% | $155,188+30.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.53% | 60.08%-36.5pp | 54.55%-31.0pp | 148.84%-125.3pp |
| Employer contribution / active EE | $10,176 | $6,772+50.3% | $6,461+57.5% | $4,248+139.6% |
| Participant deferral / active EE | $28,672 | $9,582+199.2% | $9,147+213.5% | $6,531+339.0% |
| Admin fee / account holder | $212 | $20,413-99.0% | $19,830-98.9% | $14,480-98.5% |