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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,176 | $172,111+5.3% | $150,298+20.5% | $137,256+32.0% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 20.32% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $13,496 | $4,636+191.1% | $4,154+224.9% | $4,156+224.7% |
| Participant deferral / active EE | $14,974 | $6,166+142.9% | $5,453+174.6% | $6,407+133.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |