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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,114 | $154,228-9.2% | $145,433-3.7% | $137,256+2.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.04% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $8,691 | $4,804+80.9% | $4,554+90.8% | $4,156+109.1% |
| Participant deferral / active EE | $8,397 | $8,216+2.2% | $7,897+6.3% | $6,407+31.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |