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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,489 | $162,136-13.4% | $152,301-7.8% | $154,746-9.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.57% | 91.02%-72.5pp | 80.50%-61.9pp | 172.34%-153.8pp |
| Employer contribution / active EE | $8,004 | $4,890+63.7% | $4,624+73.1% | $4,379+82.8% |
| Participant deferral / active EE | $7,626 | $8,341-8.6% | $8,004-4.7% | $6,730+13.3% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |