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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,019 | $162,136+24.6% | $152,301+32.6% | $154,746+30.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.20% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $11,951 | $4,890+144.4% | $4,624+158.4% | $4,379+172.9% |
| Participant deferral / active EE | $7,876 | $8,341-5.6% | $8,004-1.6% | $6,730+17.0% |
| Admin fee / account holder | $151 | $15,759-99.0% | $14,398-99.0% | $14,365-99.0% |