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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,586 | $162,136-10.8% | $152,301-5.1% | $154,746-6.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.86% | 91.02%-67.2pp | 80.50%-56.6pp | 172.34%-148.5pp |
| Employer contribution / active EE | $32,942 | $4,890+573.6% | $4,624+612.3% | $4,379+652.3% |
| Participant deferral / active EE | $19,184 | $8,341+130.0% | $8,004+139.7% | $6,730+185.0% |
| Admin fee / account holder | $163 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |