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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,391 | $209,336-32.0% | $197,124-27.8% | $137,256+3.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 28.20% | 48.09%-19.9pp | 44.34%-16.1pp | 220.34%-192.1pp |
| Employer contribution / active EE | $6,861 | $6,591+4.1% | $6,227+10.2% | $4,156+65.1% |
| Participant deferral / active EE | $22,174 | $9,614+130.6% | $9,135+142.7% | $6,407+246.1% |
| Admin fee / account holder | $3 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |