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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,843 | $181,062+2.6% | $158,223+17.5% | $155,188+19.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 16.06% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.8pp |
| Employer contribution / active EE | $4,608 | $4,565+0.9% | $4,109+12.1% | $4,248+8.5% |
| Participant deferral / active EE | $6,228 | $6,134+1.5% | $5,467+13.9% | $6,531-4.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |