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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,301 | $174,379+11.4% | $152,093+27.8% | $138,895+39.9% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 18.40% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,801 | $4,652-39.8% | $4,175-32.9% | $4,194-33.2% |
| Participant deferral / active EE | $7,550 | $6,159+22.6% | $5,451+38.5% | $6,396+18.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |