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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,564 | $183,627+2.7% | $155,602+21.2% | $145,978+29.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 61.32%-47.5pp | 64.81%-51.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $4,936 | $5,316-7.2% | $4,675+5.6% | $4,662+5.9% |
| Participant deferral / active EE | $7,643 | $6,466+18.2% | $5,629+35.8% | $6,690+14.3% |
| Admin fee / account holder | $183 | $19,327-99.1% | $15,923-98.9% | $13,400-98.6% |