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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,407 | $174,379-8.0% | $152,093+5.5% | $138,895+15.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.29% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $28,098 | $4,652+504.0% | $4,175+573.0% | $4,194+569.9% |
| Participant deferral / active EE | $20,868 | $6,159+238.8% | $5,451+282.8% | $6,396+226.2% |
| Admin fee / account holder | $189 | $16,880-98.9% | $14,497-98.7% | $12,562-98.5% |