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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,593 | $154,228+5.4% | $145,433+11.8% | $137,256+18.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.38% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,350 | $4,804-51.1% | $4,554-48.4% | $4,156-43.5% |
| Participant deferral / active EE | $5,650 | $8,216-31.2% | $7,897-28.5% | $6,407-11.8% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |