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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,905 | $154,228+12.1% | $145,433+18.9% | $137,256+26.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.22% | 74.59%-47.4pp | 66.58%-39.4pp | 220.34%-193.1pp |
| Employer contribution / active EE | $3,892 | $4,804-19.0% | $4,554-14.5% | $4,156-6.3% |
| Participant deferral / active EE | $9,426 | $8,216+14.7% | $7,897+19.4% | $6,407+47.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |