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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,911 | $154,228-3.4% | $145,433+2.4% | $137,256+8.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.05% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,144 | $4,804+7.1% | $4,554+12.9% | $4,156+23.8% |
| Participant deferral / active EE | $12,367 | $8,216+50.5% | $7,897+56.6% | $6,407+93.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |