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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,478 | $148,629-2.1% | $135,982+7.0% | $139,487+4.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.20% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $3,092 | $5,247-41.1% | $4,859-36.4% | $4,755-35.0% |
| Participant deferral / active EE | $14,046 | $8,102+73.4% | $7,760+81.0% | $6,713+109.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |