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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,493 | $174,379+9.8% | $152,093+25.9% | $138,895+37.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.17% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,927 | $4,652-15.6% | $4,175-5.9% | $4,194-6.4% |
| Participant deferral / active EE | $10,031 | $6,159+62.9% | $5,451+84.0% | $6,396+56.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |