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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,415 | $223,823-29.2% | $211,142-25.0% | $154,746+2.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.98% | 50.39%-33.4pp | 46.84%-29.9pp | 172.34%-155.4pp |
| Employer contribution / active EE | $8,444 | $6,787+24.4% | $6,442+31.1% | $4,379+92.8% |
| Participant deferral / active EE | $5,767 | $9,750-40.9% | $9,284-37.9% | $6,730-14.3% |
| Admin fee / account holder | $245 | $19,707-98.8% | $19,076-98.7% | $14,365-98.3% |