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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,402 | $154,228-9.6% | $145,433-4.1% | $137,256+1.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.78% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $12,249 | $4,804+155.0% | $4,554+168.9% | $4,156+194.7% |
| Participant deferral / active EE | $5,778 | $8,216-29.7% | $7,897-26.8% | $6,407-9.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |