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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,512 | $154,228-13.4% | $145,433-8.2% | $137,256-2.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.18% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $23,472 | $4,804+388.6% | $4,554+415.4% | $4,156+464.8% |
| Participant deferral / active EE | $29,875 | $8,216+263.6% | $7,897+278.3% | $6,407+366.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |