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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,647 | $185,312-0.4% | $161,489+14.3% | $154,746+19.3% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 12.68% | 103.84%-91.2pp | 89.72%-77.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,484 | $4,769-47.9% | $4,268-41.8% | $4,379-43.3% |
| Participant deferral / active EE | $8,288 | $6,350+30.5% | $5,630+47.2% | $6,730+23.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |