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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,352 | $172,111+10.6% | $150,298+26.6% | $137,256+38.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.93% | 69.37%-51.4pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,046 | $4,636-34.3% | $4,154-26.7% | $4,156-26.7% |
| Participant deferral / active EE | $4,478 | $6,166-27.4% | $5,453-17.9% | $6,407-30.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |