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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,388 | $157,304-3.8% | $141,197+7.2% | $152,909-1.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.85% | 64.34%-49.5pp | 71.41%-56.6pp | 345.46%-330.6pp |
| Employer contribution / active EE | $2,791 | $5,263-47.0% | $4,736-41.1% | $4,764-41.4% |
| Participant deferral / active EE | $8,773 | $7,111+23.4% | $6,710+30.7% | $5,851+49.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |