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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,908 | $181,062+9.3% | $158,223+25.1% | $155,188+27.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.55% | 57.39%-36.8pp | 52.09%-31.5pp | 148.84%-128.3pp |
| Employer contribution / active EE | $3,801 | $4,565-16.7% | $4,109-7.5% | $4,248-10.5% |
| Participant deferral / active EE | $9,654 | $6,134+57.4% | $5,467+76.6% | $6,531+47.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |