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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,326 | $154,228+7.8% | $145,433+14.4% | $137,256+21.2% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 17.97% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,656 | $4,804-23.9% | $4,554-19.7% | $4,156-12.0% |
| Participant deferral / active EE | $9,242 | $8,216+12.5% | $7,897+17.0% | $6,407+44.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |