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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,365 | $174,379-6.9% | $152,093+6.8% | $138,895+16.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.43% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,179 | $4,652-53.2% | $4,175-47.8% | $4,194-48.0% |
| Participant deferral / active EE | $11,858 | $6,159+92.5% | $5,451+117.5% | $6,396+85.4% |
| Admin fee / account holder | $178 | $16,880-98.9% | $14,497-98.8% | $12,562-98.6% |