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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,564 | $183,516+2.8% | $155,534+21.2% | $145,884+29.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $4,936 | $5,315-7.1% | $4,675+5.6% | $4,662+5.9% |
| Participant deferral / active EE | $7,643 | $6,467+18.2% | $5,630+35.7% | $6,690+14.2% |
| Admin fee / account holder | $183 | $19,293-99.1% | $15,900-98.9% | $13,392-98.6% |