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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,455 | $162,136+10.1% | $152,301+17.2% | $154,746+15.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.16% | 91.02%-74.9pp | 80.50%-64.3pp | 172.34%-156.2pp |
| Employer contribution / active EE | $6,261 | $4,890+28.0% | $4,624+35.4% | $4,379+43.0% |
| Participant deferral / active EE | $5,535 | $8,341-33.6% | $8,004-30.8% | $6,730-17.8% |
| Admin fee / account holder | $166 | $15,759-98.9% | $14,398-98.9% | $14,365-98.8% |