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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,624 | $154,228+11.9% | $145,433+18.7% | $137,256+25.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.73% | 74.59%-58.9pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,563 | $4,804-5.0% | $4,554+0.2% | $4,156+9.8% |
| Participant deferral / active EE | $18,962 | $8,216+130.8% | $7,897+140.1% | $6,407+196.0% |
| Admin fee / account holder | $120 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |