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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,576 | $185,312-5.8% | $161,489+8.1% | $154,746+12.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.74% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $10,919 | $4,769+129.0% | $4,268+155.8% | $4,379+149.3% |
| Participant deferral / active EE | $6,747 | $6,350+6.3% | $5,630+19.8% | $6,730+0.2% |
| Admin fee / account holder | $159 | $18,654-99.1% | $16,006-99.0% | $14,365-98.9% |