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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,365 | $227,399-28.6% | $189,758-14.4% | $198,609-18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.43% | 61.03%-47.6pp | 52.62%-39.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,179 | $5,526-60.6% | $4,767-54.3% | $5,055-56.9% |
| Participant deferral / active EE | $11,858 | $6,837+73.4% | $5,856+102.5% | $6,977+70.0% |
| Admin fee / account holder | $178 | $25,162-99.3% | $20,388-99.1% | $19,030-99.1% |