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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,468 | $181,062-24.6% | $158,223-13.7% | $155,188-12.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.83% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $11,838 | $4,565+159.3% | $4,109+188.1% | $4,248+178.7% |
| Participant deferral / active EE | $6,985 | $6,134+13.9% | $5,467+27.8% | $6,531+6.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |