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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,409 | $172,111-5.1% | $150,298+8.7% | $137,256+19.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.26% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,128 | $4,636-11.0% | $4,154-0.6% | $4,156-0.7% |
| Participant deferral / active EE | $8,493 | $6,166+37.7% | $5,453+55.8% | $6,407+32.6% |
| Admin fee / account holder | $38 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |