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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,563 | $208,088-25.7% | $186,193-17.0% | $154,746-0.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.69% | 89.97%-71.3pp | 78.03%-59.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $6,726 | $4,340+55.0% | $3,918+71.7% | $4,379+53.6% |
| Participant deferral / active EE | $12,239 | $7,078+72.9% | $6,513+87.9% | $6,730+81.8% |
| Admin fee / account holder | $275 | $11,698-97.6% | $11,058-97.5% | $14,365-98.1% |