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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,730 | $148,629+7.5% | $135,982+17.5% | $139,487+14.5% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.15% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | $3,372 | $5,247-35.7% | $4,859-30.6% | $4,755-29.1% |
| Participant deferral / active EE | $7,837 | $8,102-3.3% | $7,760+1.0% | $6,713+16.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |