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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,426 | $172,111+19.4% | $150,298+36.7% | $137,256+49.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 12.95% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,922 | $4,636-58.6% | $4,154-53.7% | $4,156-53.8% |
| Participant deferral / active EE | $7,154 | $6,166+16.0% | $5,453+31.2% | $6,407+11.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |