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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,893 | $154,228-0.2% | $145,433+5.8% | $137,256+12.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.03% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,061 | $4,804-15.5% | $4,554-10.8% | $4,156-2.3% |
| Participant deferral / active EE | $16,378 | $8,216+99.3% | $7,897+107.4% | $6,407+155.6% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |