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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,381 | $165,361-0.6% | $149,715+9.8% | $158,950+3.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 12.70% | 348.24%-335.5pp | 276.66%-264.0pp | 302.91%-290.2pp |
| Employer contribution / active EE | $17,379 | $5,103+240.5% | $4,645+274.2% | $4,762+265.0% |
| Participant deferral / active EE | $3,686 | $7,182-48.7% | $6,842-46.1% | $5,983-38.4% |
| Admin fee / account holder | $226 | $10,808-97.9% | $9,310-97.6% | $11,248-98.0% |