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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,991 | $174,379-49.5% | $152,093-42.1% | $138,895-36.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.75% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $20,168 | $4,652+333.6% | $4,175+383.1% | $4,194+380.9% |
| Participant deferral / active EE | $8,699 | $6,159+41.2% | $5,451+59.6% | $6,396+36.0% |
| Admin fee / account holder | $141 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |