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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,407 | $181,062-11.4% | $158,223+1.4% | $155,188+3.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.29% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $28,098 | $4,565+515.5% | $4,109+583.8% | $4,248+561.5% |
| Participant deferral / active EE | $20,868 | $6,134+240.2% | $5,467+281.7% | $6,531+219.5% |
| Admin fee / account holder | $189 | $18,825-99.0% | $16,047-98.8% | $14,480-98.7% |