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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,085 | $147,556-10.5% | $129,031+2.4% | $198,609-33.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 21.83% | 37.41%-15.6pp | 34.67%-12.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $15,029 | $3,645+312.3% | $3,226+365.9% | $5,055+197.3% |
| Participant deferral / active EE | $16,949 | $5,760+194.3% | $5,217+224.9% | $6,977+142.9% |
| Admin fee / account holder | $148 | $15,467-99.0% | $13,208-98.9% | $19,030-99.2% |