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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,232 | $181,062+6.7% | $158,223+22.1% | $155,188+24.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.18% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.7pp |
| Employer contribution / active EE | $6,590 | $4,565+44.4% | $4,109+60.4% | $4,248+55.1% |
| Participant deferral / active EE | $7,415 | $6,134+20.9% | $5,467+35.6% | $6,531+13.5% |
| Admin fee / account holder | $7 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |