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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,167 | $162,136+18.5% | $152,301+26.2% | $154,746+24.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.09% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $4,957 | $4,890+1.4% | $4,624+7.2% | $4,379+13.2% |
| Participant deferral / active EE | $16,020 | $8,341+92.1% | $8,004+100.2% | $6,730+138.0% |
| Admin fee / account holder | $218 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |