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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,921 | $155,555-4.3% | $146,866+1.4% | $155,188-4.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.75% | 115.41%-95.7pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $6,666 | $4,647+43.5% | $4,425+50.7% | $4,248+56.9% |
| Participant deferral / active EE | $22,415 | $8,044+178.6% | $7,759+188.9% | $6,531+243.2% |
| Admin fee / account holder | $212 | $14,755-98.6% | $13,620-98.4% | $14,480-98.5% |