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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,202 | $135,956+8.3% | $123,894+18.8% | $273,970-46.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.41% | 56.63%-46.2pp | 47.52%-37.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $22,403 | $5,170+333.3% | $4,617+385.2% | $4,869+360.1% |
| Participant deferral / active EE | $9,949 | $6,343+56.8% | $5,984+66.2% | $5,287+88.2% |
| Admin fee / account holder | $41 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |