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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,826 | $178,174-19.3% | $156,181-7.9% | $137,256+4.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.06% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,500 | $4,972+10.6% | $4,294+28.1% | $4,156+32.3% |
| Participant deferral / active EE | $14,520 | $6,888+110.8% | $6,132+136.8% | $6,407+126.6% |
| Admin fee / account holder | $21 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |