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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,800 | $172,111+0.4% | $150,298+15.0% | $137,256+25.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.65% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,830 | $4,636-17.4% | $4,154-7.8% | $4,156-7.8% |
| Participant deferral / active EE | $16,258 | $6,166+163.7% | $5,453+198.2% | $6,407+153.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |