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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,894 | $181,062-38.2% | $158,223-29.3% | $155,188-27.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.23% | 57.39%-44.2pp | 52.09%-38.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $6,382 | $4,565+39.8% | $4,109+55.3% | $4,248+50.3% |
| Participant deferral / active EE | $8,933 | $6,134+45.6% | $5,467+63.4% | $6,531+36.8% |
| Admin fee / account holder | $19 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |