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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,974 | $154,228-35.2% | $145,433-31.3% | $137,256-27.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.63% | 74.59%-58.0pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $14,861 | $4,804+209.3% | $4,554+226.3% | $4,156+257.6% |
| Participant deferral / active EE | $7,658 | $8,216-6.8% | $7,897-3.0% | $6,407+19.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |