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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,165 | $139,948+30.2% | $121,663+49.7% | $154,746+17.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.82% | 230.52%-213.7pp | 147.54%-130.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,908 | $3,521-45.8% | $3,020-36.8% | $4,379-56.4% |
| Participant deferral / active EE | $7,968 | $5,629+41.6% | $4,887+63.0% | $6,730+18.4% |
| Admin fee / account holder | $71 | $17,321-99.6% | $14,289-99.5% | $14,365-99.5% |