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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,068 | $154,228+58.9% | $145,433+68.5% | $137,256+78.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.89% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $23,439 | $4,804+387.9% | $4,554+414.6% | $4,156+464.0% |
| Participant deferral / active EE | $23,500 | $8,216+186.0% | $7,897+197.6% | $6,407+266.8% |
| Admin fee / account holder | $130 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |