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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,700 | $197,625-19.7% | $177,840-10.8% | $158,966-0.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.12% | 58.76%-45.6pp | 48.32%-35.2pp | 302.95%-289.8pp |
| Employer contribution / active EE | $20,357 | $6,698+203.9% | $5,919+244.0% | $4,762+327.5% |
| Participant deferral / active EE | $8,167 | $8,405-2.8% | $7,714+5.9% | $5,983+36.5% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |