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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,718 | $154,228-24.3% | $145,433-19.7% | $137,256-15.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.04% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $15,092 | $4,804+214.2% | $4,554+231.4% | $4,156+263.1% |
| Participant deferral / active EE | $37,695 | $8,216+358.8% | $7,897+377.3% | $6,407+488.4% |
| Admin fee / account holder | $264 | $14,344-98.2% | $13,129-98.0% | $12,270-97.8% |