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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,055 | $154,228+0.5% | $145,433+6.6% | $137,256+13.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.88% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $7,245 | $4,804+50.8% | $4,554+59.1% | $4,156+74.3% |
| Participant deferral / active EE | $26,800 | $8,216+226.2% | $7,897+239.4% | $6,407+318.3% |
| Admin fee / account holder | $294 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |