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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,761 | $223,823-25.0% | $211,142-20.5% | $154,746+8.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.88% | 50.39%-32.5pp | 46.84%-29.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $5,496 | $6,787-19.0% | $6,442-14.7% | $4,379+25.5% |
| Participant deferral / active EE | $19,375 | $9,750+98.7% | $9,284+108.7% | $6,730+187.9% |
| Admin fee / account holder | $176 | $19,707-99.1% | $19,076-99.1% | $14,365-98.8% |