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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,173 | $155,555-4.7% | $146,866+0.9% | $155,188-4.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.46% | 115.41%-101.0pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $7,815 | $4,647+68.2% | $4,425+76.6% | $4,248+84.0% |
| Participant deferral / active EE | $20,823 | $8,044+158.8% | $7,759+168.4% | $6,531+218.8% |
| Admin fee / account holder | $152 | $14,755-99.0% | $13,620-98.9% | $14,480-99.0% |