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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,013 | $212,386-37.8% | $199,883-34.0% | $138,895-5.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.24% | 47.75%-29.5pp | 43.81%-25.6pp | 145.39%-127.2pp |
| Employer contribution / active EE | $6,764 | $6,625+2.1% | $6,261+8.0% | $4,194+61.3% |
| Participant deferral / active EE | $22,732 | $9,617+136.4% | $9,138+148.8% | $6,396+255.4% |
| Admin fee / account holder | $171 | $18,233-99.1% | $17,268-99.0% | $12,562-98.6% |