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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,954 | $185,905+2.7% | $170,057+12.3% | $139,487+36.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.16% | 60.56%-38.4pp | 53.42%-31.3pp | 373.84%-351.7pp |
| Employer contribution / active EE | $1,635 | $7,597-78.5% | $6,790-75.9% | $4,755-65.6% |
| Participant deferral / active EE | $10,927 | $11,627-6.0% | $10,411+5.0% | $6,713+62.8% |
| Admin fee / account holder | $231 | $15,397-98.5% | $12,826-98.2% | $11,407-98.0% |