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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,322 | $156,616+6.8% | $133,346+25.5% | $198,609-15.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 13.50% | 44.25%-30.8pp | 36.85%-23.4pp | 202.70%-189.2pp |
| Employer contribution / active EE | $3,587 | $3,368+6.5% | $2,853+25.7% | $5,055-29.0% |
| Participant deferral / active EE | $20,936 | $4,920+325.6% | $4,332+383.3% | $6,977+200.1% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |