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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,411 | $172,111+17.6% | $150,298+34.7% | $137,256+47.5% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 20.90% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,953 | $4,636-57.9% | $4,154-53.0% | $4,156-53.0% |
| Participant deferral / active EE | $7,109 | $6,166+15.3% | $5,453+30.4% | $6,407+11.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |