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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,201 | $156,398-19.3% | $147,318-14.3% | $138,895-9.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.16% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $4,026 | $4,853-17.0% | $4,593-12.3% | $4,194-4.0% |
| Participant deferral / active EE | $16,107 | $8,237+95.5% | $7,906+103.7% | $6,396+151.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |