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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,827 | $185,905-9.2% | $170,057-0.7% | $139,487+21.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.60% | 60.56%-45.0pp | 53.42%-37.8pp | 373.84%-358.2pp |
| Employer contribution / active EE | $7,185 | $7,597-5.4% | $6,790+5.8% | $4,755+51.1% |
| Participant deferral / active EE | $13,741 | $11,627+18.2% | $10,411+32.0% | $6,713+104.7% |
| Admin fee / account holder | $195 | $15,397-98.7% | $12,826-98.5% | $11,407-98.3% |