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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,449 | $162,136+48.9% | $152,301+58.5% | $154,746+56.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.47% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,910 | $4,890-40.5% | $4,624-37.1% | $4,379-33.5% |
| Participant deferral / active EE | $25,378 | $8,341+204.3% | $8,004+217.1% | $6,730+277.1% |
| Admin fee / account holder | $252 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |