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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,128 | $227,291-1.4% | $214,702+4.4% | $155,188+44.4% |
| Participation rate | 95.8% | 88.0%+7.9pp | 87.5%+8.4pp | 80.8%+15.0pp |
| Annual return | 15.46% | 60.08%-44.6pp | 54.55%-39.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $4,929 | $6,772-27.2% | $6,461-23.7% | $4,248+16.0% |
| Participant deferral / active EE | $6,339 | $9,582-33.8% | $9,147-30.7% | $6,531-2.9% |
| Admin fee / account holder | $18 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |