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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,266 | $172,111-4.0% | $150,298+10.0% | $137,256+20.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.26% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,567 | $4,636-44.6% | $4,154-38.2% | $4,156-38.2% |
| Participant deferral / active EE | $13,260 | $6,166+115.1% | $5,453+143.2% | $6,407+107.0% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |