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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,790 | $196,972-6.2% | $182,262+1.4% | $198,609-7.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.70% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $5,787 | $5,364+7.9% | $5,046+14.7% | $5,055+14.5% |
| Participant deferral / active EE | $7,251 | $8,643-16.1% | $8,276-12.4% | $6,977+3.9% |
| Admin fee / account holder | $20 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |