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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,684 | $148,623+16.2% | $135,974+27.0% | $139,466+23.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.92% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $3,601 | $5,246-31.4% | $4,859-25.9% | $4,754-24.3% |
| Participant deferral / active EE | $7,618 | $8,103-6.0% | $7,760-1.8% | $6,712+13.5% |
| Admin fee / account holder | $92 | $12,406-99.3% | $10,767-99.1% | $11,409-99.2% |