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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,881 | $197,625-3.9% | $177,840+6.8% | $158,966+19.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.69% | 58.76%-37.1pp | 48.32%-26.6pp | 302.95%-281.3pp |
| Employer contribution / active EE | $4,754 | $6,698-29.0% | $5,919-19.7% | $4,762-0.2% |
| Participant deferral / active EE | $14,230 | $8,405+69.3% | $7,714+84.5% | $5,983+137.8% |
| Admin fee / account holder | $149 | $15,405-99.0% | $12,431-98.8% | $11,250-98.7% |