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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,467 | $183,627-26.2% | $155,602-12.9% | $145,978-7.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.47% | 61.32%-45.8pp | 64.81%-49.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $5,539 | $5,316+4.2% | $4,675+18.5% | $4,662+18.8% |
| Participant deferral / active EE | $14,841 | $6,466+129.5% | $5,629+163.7% | $6,690+121.9% |
| Admin fee / account holder | $110 | $19,327-99.4% | $15,923-99.3% | $13,400-99.2% |