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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,813 | $156,398+19.4% | $147,318+26.8% | $138,895+34.5% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 19.10% | 78.75%-59.7pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $11,585 | $4,853+138.7% | $4,593+152.2% | $4,194+176.2% |
| Participant deferral / active EE | $10,787 | $8,237+30.9% | $7,906+36.4% | $6,396+68.6% |
| Admin fee / account holder | $116 | $14,976-99.2% | $13,708-99.2% | $12,562-99.1% |