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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,979 | $157,276-5.9% | $141,177+4.8% | $152,885-3.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.08% | 64.33%-41.3pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $4,571 | $5,262-13.1% | $4,736-3.5% | $4,763-4.0% |
| Participant deferral / active EE | $14,100 | $7,110+98.3% | $6,710+110.1% | $5,851+141.0% |
| Admin fee / account holder | $14 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |