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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,113 | $148,623+7.1% | $135,974+17.0% | $139,466+14.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.12% | 79.30%-60.2pp | 68.30%-49.2pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,254 | $5,246-57.0% | $4,859-53.6% | $4,754-52.6% |
| Participant deferral / active EE | $6,900 | $8,103-14.8% | $7,760-11.1% | $6,712+2.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |