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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,808 | $185,312-18.1% | $161,489-6.0% | $154,746-1.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.14% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $7,478 | $4,769+56.8% | $4,268+75.2% | $4,379+70.8% |
| Participant deferral / active EE | $3,538 | $6,350-44.3% | $5,630-37.1% | $6,730-47.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |