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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,593 | $162,136+0.3% | $152,301+6.8% | $154,746+5.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.38% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,350 | $4,890-51.9% | $4,624-49.2% | $4,379-46.3% |
| Participant deferral / active EE | $5,650 | $8,341-32.3% | $8,004-29.4% | $6,730-16.1% |
| Admin fee / account holder | $60 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |