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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,120 | $156,398+24.8% | $147,318+32.4% | $138,895+40.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.81% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $4,507 | $4,853-7.1% | $4,593-1.9% | $4,194+7.5% |
| Participant deferral / active EE | $10,769 | $8,237+30.7% | $7,906+36.2% | $6,396+68.4% |
| Admin fee / account holder | $187 | $14,976-98.8% | $13,708-98.6% | $12,562-98.5% |