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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,344 | $185,312-14.0% | $161,489-1.3% | $154,746+3.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.36% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,643 | $4,769-65.5% | $4,268-61.5% | $4,379-62.5% |
| Participant deferral / active EE | $11,604 | $6,350+82.7% | $5,630+106.1% | $6,730+72.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |