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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,546 | $154,228+3.4% | $145,433+9.7% | $137,256+16.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.04% | 74.59%-56.6pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $9,797 | $4,804+103.9% | $4,554+115.1% | $4,156+135.7% |
| Participant deferral / active EE | $9,801 | $8,216+19.3% | $7,897+24.1% | $6,407+53.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |