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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,897 | $185,312+2.5% | $161,489+17.6% | $154,746+22.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.74% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $6,987 | $4,769+46.5% | $4,268+63.7% | $4,379+59.6% |
| Participant deferral / active EE | $3,961 | $6,350-37.6% | $5,630-29.6% | $6,730-41.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |