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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,878 | $172,111+20.8% | $150,298+38.3% | $137,256+51.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.87% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $5,857 | $4,636+26.3% | $4,154+41.0% | $4,156+40.9% |
| Participant deferral / active EE | $23,305 | $6,166+278.0% | $5,453+327.4% | $6,407+263.8% |
| Admin fee / account holder | $66 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |