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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,132 | $156,398-5.3% | $147,318+0.6% | $138,895+6.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.66% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $13,300 | $4,853+174.0% | $4,593+189.6% | $4,194+217.1% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $121 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |