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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,610 | $183,516+4.4% | $155,534+23.2% | $145,884+31.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.98% | 61.43%-43.4pp | 64.92%-46.9pp | 551.85%-533.9pp |
| Employer contribution / active EE | $4,807 | $5,315-9.5% | $4,675+2.8% | $4,662+3.1% |
| Participant deferral / active EE | $4,000 | $6,467-38.1% | $5,630-29.0% | $6,690-40.2% |
| Admin fee / account holder | $4 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |