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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,645 | $132,634+3.8% | $115,768+18.9% | $137,256+0.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.52% | 160.70%-143.2pp | 100.46%-82.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,421 | $3,360+1.8% | $2,940+16.4% | $4,156-17.7% |
| Participant deferral / active EE | $5,371 | $5,619-4.4% | $4,917+9.2% | $6,407-16.2% |
| Admin fee / account holder | $73 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |