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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,554 | $185,312-17.1% | $161,489-4.9% | $154,746-0.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 59.83% | 103.84%-44.0pp | 89.72%-29.9pp | 172.34%-112.5pp |
| Employer contribution / active EE | $11,776 | $4,769+146.9% | $4,268+175.9% | $4,379+168.9% |
| Participant deferral / active EE | $22,325 | $6,350+251.6% | $5,630+296.5% | $6,730+231.7% |
| Admin fee / account holder | $269 | $18,654-98.6% | $16,006-98.3% | $14,365-98.1% |