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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,468 | $174,379-21.7% | $152,093-10.3% | $138,895-1.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.83% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $11,838 | $4,652+154.5% | $4,175+183.6% | $4,194+182.2% |
| Participant deferral / active EE | $6,985 | $6,159+13.4% | $5,451+28.1% | $6,396+9.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |