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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,269 | $154,228+24.0% | $145,433+31.5% | $137,256+39.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.83% | 74.59%-59.8pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,570 | $4,804-25.7% | $4,554-21.6% | $4,156-14.1% |
| Participant deferral / active EE | $6,190 | $8,216-24.7% | $7,897-21.6% | $6,407-3.4% |
| Admin fee / account holder | $132 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |