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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,496 | $154,228-3.7% | $145,433+2.1% | $137,256+8.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.13% | 74.59%-58.5pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,046 | $4,804-36.6% | $4,554-33.1% | $4,156-26.7% |
| Participant deferral / active EE | $21,776 | $8,216+165.0% | $7,897+175.7% | $6,407+239.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |