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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,216 | $165,381-1.3% | $149,730+9.0% | $158,966+2.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.35% | 348.29%-329.9pp | 276.70%-258.3pp | 302.95%-284.6pp |
| Employer contribution / active EE | $2,338 | $5,104-54.2% | $4,645-49.7% | $4,762-50.9% |
| Participant deferral / active EE | $7,171 | $7,182-0.2% | $6,843+4.8% | $5,983+19.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |