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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,217 | $174,379+2.8% | $152,093+17.8% | $138,895+29.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.39% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $8,831 | $4,652+89.8% | $4,175+111.5% | $4,194+110.5% |
| Participant deferral / active EE | $6,842 | $6,159+11.1% | $5,451+25.5% | $6,396+7.0% |
| Admin fee / account holder | $5 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |