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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,676 | $181,062-7.9% | $158,223+5.3% | $155,188+7.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.16% | 57.39%-47.2pp | 52.09%-41.9pp | 148.84%-138.7pp |
| Employer contribution / active EE | $10,917 | $4,565+139.2% | $4,109+165.7% | $4,248+157.0% |
| Participant deferral / active EE | $7,490 | $6,134+22.1% | $5,467+37.0% | $6,531+14.7% |
| Admin fee / account holder | $239 | $18,825-98.7% | $16,047-98.5% | $14,480-98.4% |