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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,061 | $162,136-14.2% | $152,301-8.7% | $154,746-10.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.90% | 91.02%-69.1pp | 80.50%-58.6pp | 172.34%-150.4pp |
| Employer contribution / active EE | $31,097 | $4,890+535.9% | $4,624+572.4% | $4,379+610.1% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $103 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |