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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,448 | $197,594-20.8% | $177,822-12.0% | $158,931-1.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.94% | 58.76%-49.8pp | 48.32%-39.4pp | 302.86%-293.9pp |
| Employer contribution / active EE | $7,985 | $6,697+19.2% | $5,918+34.9% | $4,761+67.7% |
| Participant deferral / active EE | $11,234 | $8,405+33.7% | $7,714+45.6% | $5,982+87.8% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |