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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,313 | $165,361-7.9% | $149,715+1.7% | $158,950-4.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.39% | 348.24%-336.9pp | 276.66%-265.3pp | 302.91%-291.5pp |
| Employer contribution / active EE | $16,025 | $5,103+214.0% | $4,645+245.0% | $4,762+236.5% |
| Participant deferral / active EE | $6,332 | $7,182-11.8% | $6,842-7.5% | $5,983+5.8% |
| Admin fee / account holder | $168 | $10,808-98.4% | $9,310-98.2% | $11,248-98.5% |