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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,741 | $156,398-6.2% | $147,318-0.4% | $138,895+5.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.35% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $9,864 | $4,853+103.2% | $4,593+114.8% | $4,194+135.2% |
| Participant deferral / active EE | $16,232 | $8,237+97.0% | $7,906+105.3% | $6,396+153.8% |
| Admin fee / account holder | $117 | $14,976-99.2% | $13,708-99.1% | $12,562-99.1% |