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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,210 | $181,062-36.4% | $158,223-27.2% | $155,188-25.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 36.15% | 57.39%-21.2pp | 52.09%-15.9pp | 148.84%-112.7pp |
| Employer contribution / active EE | $25,745 | $4,565+464.0% | $4,109+526.6% | $4,248+506.1% |
| Participant deferral / active EE | $13,032 | $6,134+112.4% | $5,467+138.4% | $6,531+99.5% |
| Admin fee / account holder | $257 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |