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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,993 | $185,312-21.2% | $161,489-9.6% | $154,746-5.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.31% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $12,125 | $4,769+154.2% | $4,268+184.1% | $4,379+176.9% |
| Participant deferral / active EE | $18,977 | $6,350+198.9% | $5,630+237.1% | $6,730+182.0% |
| Admin fee / account holder | $152 | $18,654-99.2% | $16,006-99.1% | $14,365-98.9% |