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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,204 | $154,228+29.8% | $145,433+37.7% | $137,256+45.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.81% | 74.59%-39.8pp | 66.58%-31.8pp | 220.34%-185.5pp |
| Employer contribution / active EE | $11,808 | $4,804+145.8% | $4,554+159.3% | $4,156+184.1% |
| Participant deferral / active EE | $17,580 | $8,216+114.0% | $7,897+122.6% | $6,407+174.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |