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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,397 | $227,399-18.0% | $189,758-1.8% | $198,609-6.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 13.01% | 61.03%-48.0pp | 52.62%-39.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $15,224 | $5,526+175.5% | $4,767+219.4% | $5,055+201.1% |
| Participant deferral / active EE | $16,207 | $6,837+137.1% | $5,856+176.8% | $6,977+132.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |