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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,108 | $156,398-10.4% | $147,318-4.9% | $138,895+0.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.64% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $5,805 | $4,853+19.6% | $4,593+26.4% | $4,194+38.4% |
| Participant deferral / active EE | $19,938 | $8,237+142.0% | $7,906+152.2% | $6,396+211.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |