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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,444 | $162,812-16.8% | $133,971+1.1% | $158,966-14.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.07% | 41.94%-26.9pp | 45.09%-30.0pp | 302.95%-287.9pp |
| Employer contribution / active EE | $13,724 | $4,976+175.8% | $3,919+250.2% | $4,762+188.2% |
| Participant deferral / active EE | $7,104 | $5,910+20.2% | $5,047+40.7% | $5,983+18.7% |
| Admin fee / account holder | $234 | $11,741-98.0% | $8,929-97.4% | $11,250-97.9% |