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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,413 | $181,062+10.1% | $158,223+26.0% | $155,188+28.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 18.06% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.8pp |
| Employer contribution / active EE | $3,897 | $4,565-14.6% | $4,109-5.2% | $4,248-8.3% |
| Participant deferral / active EE | $6,686 | $6,134+9.0% | $5,467+22.3% | $6,531+2.4% |
| Admin fee / account holder | $59 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |