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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,148 | $172,111+1.8% | $150,298+16.5% | $137,256+27.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.69% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,251 | $4,636-51.4% | $4,154-45.8% | $4,156-45.8% |
| Participant deferral / active EE | $13,442 | $6,166+118.0% | $5,453+146.5% | $6,407+109.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |