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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,534 | $154,228-3.0% | $145,433+2.8% | $137,256+8.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.02% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $14,965 | $4,804+211.5% | $4,554+228.6% | $4,156+260.1% |
| Participant deferral / active EE | $21,468 | $8,216+161.3% | $7,897+171.8% | $6,407+235.1% |
| Admin fee / account holder | $294 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |