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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,119 | $182,442-6.8% | $163,379+4.1% | $138,895+22.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.18% | 72.74%-58.6pp | 63.41%-49.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $798 | $4,159-80.8% | $3,752-78.7% | $4,194-81.0% |
| Participant deferral / active EE | $12,214 | $6,817+79.2% | $6,282+94.4% | $6,396+91.0% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |