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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,531 | $172,111+11.3% | $150,298+27.4% | $137,256+39.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.22% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,704 | $4,636-20.1% | $4,154-10.8% | $4,156-10.9% |
| Participant deferral / active EE | $11,366 | $6,166+84.3% | $5,453+108.4% | $6,407+77.4% |
| Admin fee / account holder | $11 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |