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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,534 | $162,136-7.8% | $152,301-1.8% | $154,746-3.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.02% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $14,965 | $4,890+206.0% | $4,624+223.6% | $4,379+241.7% |
| Participant deferral / active EE | $21,468 | $8,341+157.4% | $8,004+168.2% | $6,730+219.0% |
| Admin fee / account holder | $294 | $15,759-98.1% | $14,398-98.0% | $14,365-98.0% |