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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,214 | $172,111+0.1% | $150,298+14.6% | $137,256+25.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.19% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,508 | $4,636-67.5% | $4,154-63.7% | $4,156-63.7% |
| Participant deferral / active EE | $7,785 | $6,166+26.3% | $5,453+42.8% | $6,407+21.5% |
| Admin fee / account holder | $157 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |