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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,219 | $155,555-4.1% | $146,866+1.6% | $155,188-3.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.26% | 115.41%-91.2pp | 102.85%-78.6pp | 148.84%-124.6pp |
| Employer contribution / active EE | $17,500 | $4,647+276.6% | $4,425+295.5% | $4,248+312.0% |
| Participant deferral / active EE | $23,500 | $8,044+192.1% | $7,759+202.9% | $6,531+259.8% |
| Admin fee / account holder | $144 | $14,755-99.0% | $13,620-98.9% | $14,480-99.0% |