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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,400 | $181,062-23.6% | $158,223-12.5% | $155,188-10.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.34% | 57.39%-46.0pp | 52.09%-40.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $4,058 | $4,565-11.1% | $4,109-1.2% | $4,248-4.5% |
| Participant deferral / active EE | $14,197 | $6,134+131.4% | $5,467+159.7% | $6,531+117.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |