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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,779 | $156,398-2.3% | $147,318+3.7% | $138,895+10.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.05% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,909 | $4,853-19.5% | $4,593-14.9% | $4,194-6.8% |
| Participant deferral / active EE | $32,875 | $8,237+299.1% | $7,906+315.8% | $6,396+414.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |