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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,554 | $172,111-10.8% | $150,298+2.2% | $137,256+11.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 59.83% | 69.37%-9.5pp | 62.79%-3.0pp | 220.34%-160.5pp |
| Employer contribution / active EE | $11,776 | $4,636+154.0% | $4,154+183.5% | $4,156+183.4% |
| Participant deferral / active EE | $22,325 | $6,166+262.1% | $5,453+309.4% | $6,407+248.5% |
| Admin fee / account holder | $269 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |