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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,969 | $148,623-5.2% | $135,974+3.7% | $139,466+1.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 23.23% | 79.30%-56.1pp | 68.30%-45.1pp | 373.66%-350.4pp |
| Employer contribution / active EE | $9,378 | $5,246+78.7% | $4,859+93.0% | $4,754+97.3% |
| Participant deferral / active EE | $12,017 | $8,103+48.3% | $7,760+54.9% | $6,712+79.0% |
| Admin fee / account holder | $224 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |