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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,126 | $181,062+35.9% | $158,223+55.6% | $155,188+58.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.30% | 57.39%-35.1pp | 52.09%-29.8pp | 148.84%-126.5pp |
| Employer contribution / active EE | $15,742 | $4,565+244.9% | $4,109+283.1% | $4,248+270.6% |
| Participant deferral / active EE | $13,929 | $6,134+127.1% | $5,467+154.8% | $6,531+113.3% |
| Admin fee / account holder | $218 | $18,825-98.8% | $16,047-98.6% | $14,480-98.5% |