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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,030 | $185,312+0.9% | $161,489+15.8% | $154,746+20.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.01% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,617 | $4,769-45.1% | $4,268-38.7% | $4,379-40.2% |
| Participant deferral / active EE | $8,611 | $6,350+35.6% | $5,630+52.9% | $6,730+27.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |