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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,531 | $174,379+9.8% | $152,093+25.9% | $138,895+37.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 18.22% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,704 | $4,652-20.4% | $4,175-11.3% | $4,194-11.7% |
| Participant deferral / active EE | $11,366 | $6,159+84.5% | $5,451+108.5% | $6,396+77.7% |
| Admin fee / account holder | $11 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |