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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,055 | $165,361-4.4% | $149,715+5.6% | $158,950-0.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.46% | 348.24%-328.8pp | 276.66%-257.2pp | 302.91%-283.4pp |
| Employer contribution / active EE | $7,459 | $5,103+46.2% | $4,645+60.6% | $4,762+56.6% |
| Participant deferral / active EE | $20,720 | $7,182+188.5% | $6,842+202.8% | $5,983+246.3% |
| Admin fee / account holder | $91 | $10,808-99.2% | $9,310-99.0% | $11,248-99.2% |