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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,397 | $185,312+0.6% | $161,489+15.4% | $154,746+20.5% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 13.01% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $15,224 | $4,769+219.2% | $4,268+256.7% | $4,379+247.6% |
| Participant deferral / active EE | $16,207 | $6,350+155.2% | $5,630+187.9% | $6,730+140.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |