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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,114 | $156,398+10.0% | $147,318+16.8% | $138,895+23.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.47% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $16,303 | $4,853+235.9% | $4,593+255.0% | $4,194+288.7% |
| Participant deferral / active EE | $15,581 | $8,237+89.2% | $7,906+97.1% | $6,396+143.6% |
| Admin fee / account holder | $113 | $14,976-99.2% | $13,708-99.2% | $12,562-99.1% |