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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,762 | $162,136-18.7% | $152,301-13.5% | $154,746-14.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.42% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $7,062 | $4,890+44.4% | $4,624+52.7% | $4,379+61.3% |
| Participant deferral / active EE | $15,139 | $8,341+81.5% | $8,004+89.2% | $6,730+124.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |