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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,800 | $185,312-6.8% | $161,489+7.0% | $154,746+11.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 14.65% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,830 | $4,769-19.7% | $4,268-10.3% | $4,379-12.5% |
| Participant deferral / active EE | $16,258 | $6,350+156.0% | $5,630+188.8% | $6,730+141.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |