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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,189 | $174,379+19.4% | $152,093+36.9% | $138,895+49.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.71% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $5,040 | $4,652+8.3% | $4,175+20.7% | $4,194+20.2% |
| Participant deferral / active EE | $7,582 | $6,159+23.1% | $5,451+39.1% | $6,396+18.5% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |