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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,902 | $165,399+0.9% | $149,745+11.5% | $158,982+5.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.28% | 348.34%-328.1pp | 276.72%-256.4pp | 302.99%-282.7pp |
| Employer contribution / active EE | $5,021 | $5,105-1.6% | $4,646+8.1% | $4,763+5.4% |
| Participant deferral / active EE | $15,613 | $7,183+117.4% | $6,843+128.2% | $5,983+160.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |