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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,124 | $197,637-25.1% | $177,848-16.7% | $158,982-6.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.76% | 58.77%-33.0pp | 48.33%-22.6pp | 302.99%-277.2pp |
| Employer contribution / active EE | $6,137 | $6,698-8.4% | $5,919+3.7% | $4,763+28.9% |
| Participant deferral / active EE | $16,133 | $8,405+91.9% | $7,714+109.1% | $5,983+169.6% |
| Admin fee / account holder | $124 | $15,406-99.2% | $12,431-99.0% | $11,252-98.9% |