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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,100 | $168,635+6.8% | $147,617+22.0% | $125,389+43.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.98% | 77.65%-76.7pp | 61.98%-61.0pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,642 | $6,252-73.7% | $5,564-70.5% | $4,866-66.3% |
| Participant deferral / active EE | $9,105 | $5,507+65.3% | $4,895+86.0% | $5,352+70.1% |
| Admin fee / account holder | $246 | $13,580-98.2% | $11,612-97.9% | $9,541-97.4% |