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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,013 | $209,336-36.9% | $197,124-33.0% | $137,256-3.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.24% | 48.09%-29.9pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,764 | $6,591+2.6% | $6,227+8.6% | $4,156+62.8% |
| Participant deferral / active EE | $22,732 | $9,614+136.4% | $9,135+148.9% | $6,407+254.8% |
| Admin fee / account holder | $171 | $17,308-99.0% | $16,298-98.9% | $12,270-98.6% |