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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,925 | $154,228-3.4% | $145,433+2.4% | $137,256+8.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.78% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,788 | $4,804-21.2% | $4,554-16.8% | $4,156-8.9% |
| Participant deferral / active EE | $23,918 | $8,216+191.1% | $7,897+202.9% | $6,407+273.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |