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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,610 | $183,592+4.4% | $155,567+23.2% | $145,959+31.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.98% | 61.24%-43.3pp | 64.74%-46.8pp | 561.95%-544.0pp |
| Employer contribution / active EE | $4,807 | $5,315-9.5% | $4,674+2.9% | $4,661+3.1% |
| Participant deferral / active EE | $4,000 | $6,464-38.1% | $5,628-28.9% | $6,689-40.2% |
| Admin fee / account holder | $4 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |