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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,655 | $178,174-26.1% | $156,181-15.7% | $137,256-4.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.97% | 84.19%-63.2pp | 64.87%-43.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,335 | $4,972-73.2% | $4,294-68.9% | $4,156-67.9% |
| Participant deferral / active EE | $15,335 | $6,888+122.6% | $6,132+150.1% | $6,407+139.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |