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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,652 | $185,883-18.4% | $170,043-10.8% | $139,466+8.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.57% | 60.54%-38.0pp | 53.40%-30.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $3,167 | $7,596-58.3% | $6,790-53.4% | $4,754-33.4% |
| Participant deferral / active EE | $9,549 | $11,626-17.9% | $10,410-8.3% | $6,712+42.3% |
| Admin fee / account holder | $218 | $15,393-98.6% | $12,824-98.3% | $11,409-98.1% |