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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,464 | $126,113-7.7% | $116,096+0.3% | $155,188-25.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 20.38% | 391.72%-371.3pp | 326.25%-305.9pp | 148.84%-128.5pp |
| Employer contribution / active EE | $17,751 | $2,672+564.4% | $2,503+609.1% | $4,248+317.9% |
| Participant deferral / active EE | $11,449 | $4,162+175.1% | $3,952+189.7% | $6,531+75.3% |
| Admin fee / account holder | $173 | $8,045-97.9% | $7,704-97.8% | $14,480-98.8% |