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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,047 | $156,398+27.9% | $147,318+35.8% | $138,895+44.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.42% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,513 | $4,853-48.2% | $4,593-45.3% | $4,194-40.1% |
| Participant deferral / active EE | $15,024 | $8,237+82.4% | $7,906+90.0% | $6,396+134.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |