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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,462 | $156,398+9.0% | $147,318+15.7% | $138,895+22.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.96% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,824 | $4,853-41.8% | $4,593-38.5% | $4,194-32.7% |
| Participant deferral / active EE | $6,434 | $8,237-21.9% | $7,906-18.6% | $6,396+0.6% |
| Admin fee / account holder | $223 | $14,976-98.5% | $13,708-98.4% | $12,562-98.2% |