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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,214 | $165,381+10.8% | $149,730+22.4% | $158,966+15.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.75% | 348.29%-333.5pp | 276.70%-262.0pp | 302.95%-288.2pp |
| Employer contribution / active EE | $3,284 | $5,104-35.7% | $4,645-29.3% | $4,762-31.0% |
| Participant deferral / active EE | $10,367 | $7,182+44.3% | $6,843+51.5% | $5,983+73.3% |
| Admin fee / account holder | $280 | $10,809-97.4% | $9,310-97.0% | $11,250-97.5% |