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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,450 | $162,136-21.4% | $152,301-16.3% | $154,746-17.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 18.96% | 91.02%-72.1pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $13,214 | $4,890+170.2% | $4,624+185.7% | $4,379+201.8% |
| Participant deferral / active EE | $10,296 | $8,341+23.4% | $8,004+28.6% | $6,730+53.0% |
| Admin fee / account holder | $31 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |