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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,045 | $172,111-8.8% | $150,298+4.5% | $137,256+14.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.24% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $11,671 | $4,636+151.7% | $4,154+180.9% | $4,156+180.8% |
| Participant deferral / active EE | $13,621 | $6,166+120.9% | $5,453+149.8% | $6,407+112.6% |
| Admin fee / account holder | $160 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |