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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,167 | $154,228+24.6% | $145,433+32.1% | $137,256+40.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.09% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,957 | $4,804+3.2% | $4,554+8.8% | $4,156+19.3% |
| Participant deferral / active EE | $16,020 | $8,216+95.0% | $7,897+102.9% | $6,407+150.0% |
| Admin fee / account holder | $218 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |