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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,581 | $185,312-6.9% | $161,489+6.9% | $154,746+11.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.52% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,834 | $4,769-40.6% | $4,268-33.6% | $4,379-35.3% |
| Participant deferral / active EE | $6,400 | $6,350+0.8% | $5,630+13.7% | $6,730-4.9% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |