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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,874 | $208,088-9.2% | $186,193+1.4% | $154,746+22.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.52% | 89.97%-72.5pp | 78.03%-60.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,968 | $4,340-8.6% | $3,918+1.3% | $4,379-9.4% |
| Participant deferral / active EE | $3,291 | $7,078-53.5% | $6,513-49.5% | $6,730-51.1% |
| Admin fee / account holder | $14 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |