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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,523 | $162,136+0.9% | $152,301+7.4% | $154,746+5.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.96% | 91.02%-79.1pp | 80.50%-68.5pp | 172.34%-160.4pp |
| Employer contribution / active EE | $4,856 | $4,890-0.7% | $4,624+5.0% | $4,379+10.9% |
| Participant deferral / active EE | $6,151 | $8,341-26.3% | $8,004-23.2% | $6,730-8.6% |
| Admin fee / account holder | $116 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |