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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,972 | $185,312+14.9% | $161,489+31.9% | $154,746+37.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.79% | 103.84%-87.1pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $8,491 | $4,769+78.0% | $4,268+98.9% | $4,379+93.9% |
| Participant deferral / active EE | $9,917 | $6,350+56.2% | $5,630+76.1% | $6,730+47.3% |
| Admin fee / account holder | $37 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |