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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,128 | $212,386+5.5% | $199,883+12.1% | $138,895+61.4% |
| Participation rate | 95.8% | 87.4%+8.5pp | 86.8%+9.1pp | 79.9%+15.9pp |
| Annual return | 15.46% | 47.75%-32.3pp | 43.81%-28.3pp | 145.39%-129.9pp |
| Employer contribution / active EE | $4,929 | $6,625-25.6% | $6,261-21.3% | $4,194+17.5% |
| Participant deferral / active EE | $6,339 | $9,617-34.1% | $9,138-30.6% | $6,396-0.9% |
| Admin fee / account holder | $18 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |