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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,400 | $172,111-33.0% | $150,298-23.2% | $137,256-15.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.55% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,693 | $4,636+44.4% | $4,154+61.1% | $4,156+61.1% |
| Participant deferral / active EE | $12,783 | $6,166+107.3% | $5,453+134.4% | $6,407+99.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |