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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,126 | $174,379+41.1% | $152,093+61.8% | $138,895+77.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.30% | 74.86%-52.6pp | 66.36%-44.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $15,742 | $4,652+238.4% | $4,175+277.1% | $4,194+275.3% |
| Participant deferral / active EE | $13,929 | $6,159+126.1% | $5,451+155.5% | $6,396+117.8% |
| Admin fee / account holder | $218 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |