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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,269 | $156,398+22.3% | $147,318+29.8% | $138,895+37.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.83% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,570 | $4,853-26.4% | $4,593-22.3% | $4,194-14.9% |
| Participant deferral / active EE | $6,190 | $8,237-24.9% | $7,906-21.7% | $6,396-3.2% |
| Admin fee / account holder | $132 | $14,976-99.1% | $13,708-99.0% | $12,562-99.0% |