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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,971 | $154,228+6.3% | $145,433+12.7% | $137,256+19.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.36% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,697 | $4,804-2.2% | $4,554+3.1% | $4,156+13.0% |
| Participant deferral / active EE | $4,697 | $8,216-42.8% | $7,897-40.5% | $6,407-26.7% |
| Admin fee / account holder | $88 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |