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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,761 | $227,291-26.2% | $214,702-21.9% | $155,188+8.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.88% | 60.08%-42.2pp | 54.55%-36.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $5,496 | $6,772-18.8% | $6,461-14.9% | $4,248+29.4% |
| Participant deferral / active EE | $19,375 | $9,582+102.2% | $9,147+111.8% | $6,531+196.7% |
| Admin fee / account holder | $176 | $20,413-99.1% | $19,830-99.1% | $14,480-98.8% |