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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,411 | $183,627+1.5% | $155,602+19.8% | $145,978+27.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.71% | 61.32%-49.6pp | 64.81%-53.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $4,260 | $5,316-19.9% | $4,675-8.9% | $4,662-8.6% |
| Participant deferral / active EE | $22,750 | $6,466+251.9% | $5,629+304.2% | $6,690+240.1% |
| Admin fee / account holder | $14 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |