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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,120 | $162,136+20.3% | $152,301+28.1% | $154,746+26.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.81% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $4,507 | $4,890-7.8% | $4,624-2.5% | $4,379+2.9% |
| Participant deferral / active EE | $10,769 | $8,341+29.1% | $8,004+34.5% | $6,730+60.0% |
| Admin fee / account holder | $187 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |