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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,883 | $156,398+22.7% | $147,318+30.3% | $138,895+38.1% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 16.48% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $6,169 | $4,853+27.1% | $4,593+34.3% | $4,194+47.1% |
| Participant deferral / active EE | $5,140 | $8,237-37.6% | $7,906-35.0% | $6,396-19.6% |
| Admin fee / account holder | $4 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |