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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,991 | $181,062-51.4% | $158,223-44.4% | $155,188-43.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.75% | 57.39%-35.6pp | 52.09%-30.3pp | 148.84%-127.1pp |
| Employer contribution / active EE | $20,168 | $4,565+341.8% | $4,109+390.9% | $4,248+374.8% |
| Participant deferral / active EE | $8,699 | $6,134+41.8% | $5,467+59.1% | $6,531+33.2% |
| Admin fee / account holder | $141 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |