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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,374 | $209,336-31.0% | $197,124-26.8% | $137,256+5.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.10% | 48.09%-36.0pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $9,620 | $6,591+46.0% | $6,227+54.5% | $4,156+131.5% |
| Participant deferral / active EE | $9,700 | $9,614+0.9% | $9,135+6.2% | $6,407+51.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |