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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,289 | $148,629-4.3% | $135,982+4.6% | $139,487+2.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.99% | 79.33%-66.3pp | 68.32%-55.3pp | 373.84%-360.9pp |
| Employer contribution / active EE | $7,981 | $5,247+52.1% | $4,859+64.2% | $4,755+67.9% |
| Participant deferral / active EE | $11,049 | $8,102+36.4% | $7,760+42.4% | $6,713+64.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |