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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,101 | $178,174-11.3% | $156,181+1.2% | $137,256+15.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.26% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $12,658 | $4,972+154.6% | $4,294+194.8% | $4,156+204.6% |
| Participant deferral / active EE | $19,365 | $6,888+181.1% | $6,132+215.8% | $6,407+202.3% |
| Admin fee / account holder | $24 | $17,404-99.9% | $14,586-99.8% | $12,270-99.8% |