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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,361 | $223,823-34.2% | $211,142-30.2% | $154,746-4.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.18% | 50.39%-28.2pp | 46.84%-24.7pp | 172.34%-150.2pp |
| Employer contribution / active EE | $5,515 | $6,787-18.7% | $6,442-14.4% | $4,379+25.9% |
| Participant deferral / active EE | $7,833 | $9,750-19.7% | $9,284-15.6% | $6,730+16.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |