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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,400 | $172,111-19.6% | $150,298-7.9% | $137,256+0.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.34% | 69.37%-58.0pp | 62.79%-51.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $4,058 | $4,636-12.5% | $4,154-2.3% | $4,156-2.4% |
| Participant deferral / active EE | $14,197 | $6,166+130.3% | $5,453+160.4% | $6,407+121.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |