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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,212 | $172,111-18.5% | $150,298-6.7% | $137,256+2.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.91% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $11,686 | $4,636+152.1% | $4,154+181.3% | $4,156+181.2% |
| Participant deferral / active EE | $14,234 | $6,166+130.9% | $5,453+161.0% | $6,407+122.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |