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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,884 | $148,623+0.2% | $135,974+9.5% | $139,466+6.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.40% | 79.30%-59.9pp | 68.30%-48.9pp | 373.66%-354.3pp |
| Employer contribution / active EE | $5,429 | $5,246+3.5% | $4,859+11.7% | $4,754+14.2% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |