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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,163 | $124,980+16.1% | $108,359+34.0% | $154,746-6.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.71% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,252 | $2,851-21.0% | $2,399-6.2% | $4,379-48.6% |
| Participant deferral / active EE | $4,646 | $4,743-2.1% | $4,137+12.3% | $6,730-31.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |