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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,947 | $148,629+3.6% | $135,982+13.2% | $139,487+10.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.45% | 79.33%-57.9pp | 68.32%-46.9pp | 373.84%-352.4pp |
| Employer contribution / active EE | $12,638 | $5,247+140.9% | $4,859+160.1% | $4,755+165.8% |
| Participant deferral / active EE | $16,450 | $8,102+103.0% | $7,760+112.0% | $6,713+145.1% |
| Admin fee / account holder | $33 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |