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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,821 | $162,812+4.3% | $133,971+26.8% | $158,966+6.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.36% | 41.94%-25.6pp | 45.09%-28.7pp | 302.95%-286.6pp |
| Employer contribution / active EE | $4,383 | $4,976-11.9% | $3,919+11.8% | $4,762-8.0% |
| Participant deferral / active EE | $14,343 | $5,910+142.7% | $5,047+184.2% | $5,983+139.7% |
| Admin fee / account holder | $31 | $11,741-99.7% | $8,929-99.7% | $11,250-99.7% |