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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,411 | $185,312+9.2% | $161,489+25.3% | $154,746+30.8% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.7%+17.0pp | 80.7%+15.0pp |
| Annual return | 20.90% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,953 | $4,769-59.1% | $4,268-54.3% | $4,379-55.4% |
| Participant deferral / active EE | $7,109 | $6,350+12.0% | $5,630+26.3% | $6,730+5.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |