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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,749 | $156,398+27.1% | $147,318+34.9% | $138,895+43.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.30% | 78.75%-60.5pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $3,177 | $4,853-34.5% | $4,593-30.8% | $4,194-24.2% |
| Participant deferral / active EE | $12,034 | $8,237+46.1% | $7,906+52.2% | $6,396+88.1% |
| Admin fee / account holder | $198 | $14,976-98.7% | $13,708-98.6% | $12,562-98.4% |