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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,619 | $154,228-8.8% | $145,433-3.3% | $137,256+2.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.06% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,292 | $4,804-52.3% | $4,554-49.7% | $4,156-44.8% |
| Participant deferral / active EE | $25,643 | $8,216+212.1% | $7,897+224.7% | $6,407+300.3% |
| Admin fee / account holder | $159 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |