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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,630 | $152,612+3.3% | $125,192+25.9% | $152,897+3.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.11% | 54.85%-30.7pp | 43.79%-19.7pp | 345.43%-321.3pp |
| Employer contribution / active EE | $5,356 | $4,947+8.3% | $3,866+38.5% | $4,764+12.4% |
| Participant deferral / active EE | $12,569 | $5,868+114.2% | $4,937+154.6% | $5,851+114.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |