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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,845 | $165,399-32.4% | $149,745-25.3% | $158,982-29.6% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.6pp |
| Annual return | 25.20% | 348.34%-323.1pp | 276.72%-251.5pp | 302.99%-277.8pp |
| Employer contribution / active EE | $16,251 | $5,105+218.4% | $4,646+249.8% | $4,763+241.2% |
| Participant deferral / active EE | $11,529 | $7,183+60.5% | $6,843+68.5% | $5,983+92.7% |
| Admin fee / account holder | $199 | $10,811-98.2% | $9,312-97.9% | $11,252-98.2% |