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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,436 | $111,535+17.8% | $105,223+24.9% | $137,256-4.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.27% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,295 | $3,939+9.0% | $3,689+16.4% | $4,156+3.3% |
| Participant deferral / active EE | $5,533 | $5,500+0.6% | $5,072+9.1% | $6,407-13.6% |
| Admin fee / account holder | $22 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |