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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,169 | $156,398+8.2% | $147,318+14.8% | $138,895+21.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.59% | 78.75%-57.2pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $25,500 | $8,237+209.6% | $7,906+222.5% | $6,396+298.7% |
| Admin fee / account holder | $53 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |