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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,165 | $114,119+26.3% | $107,187+34.5% | $138,895+3.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.60% | 273.21%-257.6pp | 204.55%-188.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,394 | $4,059-16.4% | $3,782-10.3% | $4,194-19.1% |
| Participant deferral / active EE | $14,570 | $5,538+163.1% | $5,096+185.9% | $6,396+127.8% |
| Admin fee / account holder | $146 | $10,024-98.5% | $9,162-98.4% | $12,562-98.8% |