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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,472 | $185,312-28.5% | $161,489-18.0% | $154,746-14.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.13% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $4,517 | $4,769-5.3% | $4,268+5.8% | $4,379+3.1% |
| Participant deferral / active EE | $8,866 | $6,350+39.6% | $5,630+57.5% | $6,730+31.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |