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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,564 | $174,379+4.7% | $152,093+20.0% | $138,895+31.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.46% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,870 | $4,652-59.8% | $4,175-55.2% | $4,194-55.4% |
| Participant deferral / active EE | $7,828 | $6,159+27.1% | $5,451+43.6% | $6,396+22.4% |
| Admin fee / account holder | $166 | $16,880-99.0% | $14,497-98.9% | $12,562-98.7% |