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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,012 | $155,555-1.0% | $146,866+4.9% | $155,188-0.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.52% | 115.41%-92.9pp | 102.85%-80.3pp | 148.84%-126.3pp |
| Employer contribution / active EE | $16,999 | $4,647+265.8% | $4,425+284.2% | $4,248+300.2% |
| Participant deferral / active EE | $10,380 | $8,044+29.0% | $7,759+33.8% | $6,531+58.9% |
| Admin fee / account holder | $19 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |