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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,413 | $174,379+14.4% | $152,093+31.1% | $138,895+43.6% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 18.06% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3,897 | $4,652-16.2% | $4,175-6.7% | $4,194-7.1% |
| Participant deferral / active EE | $6,686 | $6,159+8.5% | $5,451+22.6% | $6,396+4.5% |
| Admin fee / account holder | $59 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |