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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,626 | $156,398+34.0% | $147,318+42.3% | $138,895+50.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 38.24% | 78.75%-40.5pp | 70.43%-32.2pp | 145.39%-107.2pp |
| Employer contribution / active EE | $5,755 | $4,853+18.6% | $4,593+25.3% | $4,194+37.2% |
| Participant deferral / active EE | $10,000 | $8,237+21.4% | $7,906+26.5% | $6,396+56.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |