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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,741 | $154,228-4.9% | $145,433+0.9% | $137,256+6.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.35% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $9,864 | $4,804+105.3% | $4,554+116.6% | $4,156+137.3% |
| Participant deferral / active EE | $16,232 | $8,216+97.6% | $7,897+105.5% | $6,407+153.3% |
| Admin fee / account holder | $117 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |