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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,314 | $154,228-5.8% | $145,433-0.1% | $137,256+5.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.48% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $13,520 | $4,804+181.4% | $4,554+196.8% | $4,156+225.3% |
| Participant deferral / active EE | $8,478 | $8,216+3.2% | $7,897+7.4% | $6,407+32.3% |
| Admin fee / account holder | $251 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |