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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,843 | $178,174+8.8% | $156,181+24.1% | $137,256+41.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 16.56% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,738 | $4,972-24.8% | $4,294-12.9% | $4,156-10.1% |
| Participant deferral / active EE | $8,043 | $6,888+16.8% | $6,132+31.2% | $6,407+25.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |