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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,845 | $178,174+18.9% | $156,181+35.6% | $137,256+54.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.22% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,190 | $4,972-55.9% | $4,294-49.0% | $4,156-47.3% |
| Participant deferral / active EE | $6,097 | $6,888-11.5% | $6,132-0.6% | $6,407-4.8% |
| Admin fee / account holder | $94 | $17,404-99.5% | $14,586-99.4% | $12,270-99.2% |