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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,374 | $223,823-35.5% | $211,142-31.6% | $154,746-6.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.10% | 50.39%-38.3pp | 46.84%-34.7pp | 172.34%-160.2pp |
| Employer contribution / active EE | $9,620 | $6,787+41.7% | $6,442+49.3% | $4,379+119.7% |
| Participant deferral / active EE | $9,700 | $9,750-0.5% | $9,284+4.5% | $6,730+44.1% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |