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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,226 | $165,399-0.7% | $149,745+9.7% | $158,982+3.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.70% | 348.34%-329.6pp | 276.72%-258.0pp | 302.99%-284.3pp |
| Employer contribution / active EE | $3,292 | $5,105-35.5% | $4,646-29.1% | $4,763-30.9% |
| Participant deferral / active EE | $6,899 | $7,183-4.0% | $6,843+0.8% | $5,983+15.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |