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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,039 | $154,228+0.5% | $145,433+6.6% | $137,256+13.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.18% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,672 | $4,804-44.4% | $4,554-41.3% | $4,156-35.7% |
| Participant deferral / active EE | $2,438 | $8,216-70.3% | $7,897-69.1% | $6,407-62.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |