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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,704 | $156,398+9.8% | $147,318+16.6% | $138,895+23.6% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 19.82% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $13,078 | $4,853+169.5% | $4,593+184.8% | $4,194+211.8% |
| Participant deferral / active EE | $14,347 | $8,237+74.2% | $7,906+81.5% | $6,396+124.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |