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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,472 | $176,402-15.3% | $134,162+11.4% | $158,982-6.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.93% | 63.66%-47.7pp | 36.35%-20.4pp | 302.99%-287.1pp |
| Employer contribution / active EE | $6,019 | $5,042+19.4% | $3,705+62.5% | $4,763+26.4% |
| Participant deferral / active EE | $7,152 | $4,093+74.7% | $3,500+104.4% | $5,983+19.5% |
| Admin fee / account holder | $162 | $8,719-98.1% | $6,685-97.6% | $11,252-98.6% |