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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,423 | $174,379+4.6% | $152,093+19.9% | $138,895+31.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.66% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $6,226 | $4,652+33.8% | $4,175+49.1% | $4,194+48.4% |
| Participant deferral / active EE | $9,047 | $6,159+46.9% | $5,451+66.0% | $6,396+41.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |