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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,719 | $165,361-8.3% | $149,715+1.3% | $158,950-4.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.24% | 348.24%-331.0pp | 276.66%-259.4pp | 302.91%-285.7pp |
| Employer contribution / active EE | $3,642 | $5,103-28.6% | $4,645-21.6% | $4,762-23.5% |
| Participant deferral / active EE | $11,348 | $7,182+58.0% | $6,842+65.9% | $5,983+89.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |