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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,485 | $162,821+6.5% | $133,978+29.5% | $158,982+9.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.05% | 41.95%-26.9pp | 45.10%-30.1pp | 302.99%-287.9pp |
| Employer contribution / active EE | $5,537 | $4,976+11.3% | $3,919+41.3% | $4,763+16.3% |
| Participant deferral / active EE | $2,872 | $5,910-51.4% | $5,047-43.1% | $5,983-52.0% |
| Admin fee / account holder | $1 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |