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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,886 | $168,636+14.4% | $147,618+30.7% | $125,388+53.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.92% | 77.65%-75.7pp | 61.98%-60.1pp | 282.24%-280.3pp |
| Employer contribution / active EE | $2,170 | $6,252-65.3% | $5,565-61.0% | $4,866-55.4% |
| Participant deferral / active EE | $4,711 | $5,507-14.5% | $4,895-3.8% | $5,352-12.0% |
| Admin fee / account holder | $88 | $13,580-99.3% | $11,612-99.2% | $9,541-99.1% |