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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,051 | $154,228-16.3% | $145,433-11.3% | $137,256-6.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.38% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $11,102 | $4,804+131.1% | $4,554+143.8% | $4,156+167.1% |
| Participant deferral / active EE | $29,992 | $8,216+265.0% | $7,897+279.8% | $6,407+368.1% |
| Admin fee / account holder | $159 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |