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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,350 | $174,379-12.1% | $152,093+0.8% | $138,895+10.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.76% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $9,238 | $4,652+98.6% | $4,175+121.3% | $4,194+120.3% |
| Participant deferral / active EE | $11,041 | $6,159+79.3% | $5,451+102.5% | $6,396+72.6% |
| Admin fee / account holder | $45 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |