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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,047 | $165,399+4.6% | $149,745+15.6% | $158,982+8.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.23% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,306 | $5,105-74.4% | $4,646-71.9% | $4,763-72.6% |
| Participant deferral / active EE | $9,229 | $7,183+28.5% | $6,843+34.9% | $5,983+54.2% |
| Admin fee / account holder | $50 | $10,811-99.5% | $9,312-99.5% | $11,252-99.6% |