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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,517 | $148,582-2.7% | $135,942+6.3% | $139,456+3.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.08% | 79.26%-63.2pp | 68.28%-52.2pp | 373.45%-357.4pp |
| Employer contribution / active EE | $3,313 | $5,245-36.8% | $4,858-31.8% | $4,753-30.3% |
| Participant deferral / active EE | $15,027 | $8,101+85.5% | $7,759+93.7% | $6,711+123.9% |
| Admin fee / account holder | $178 | $12,402-98.6% | $10,764-98.3% | $11,407-98.4% |