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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,344 | $172,111-7.4% | $150,298+6.0% | $137,256+16.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.36% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,643 | $4,636-64.6% | $4,154-60.4% | $4,156-60.5% |
| Participant deferral / active EE | $11,604 | $6,166+88.2% | $5,453+112.8% | $6,407+81.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |