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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,771 | $156,398-13.2% | $147,318-7.8% | $138,895-2.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.73% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $16,800 | $4,853+246.2% | $4,593+265.8% | $4,194+300.5% |
| Participant deferral / active EE | $26,500 | $8,237+221.7% | $7,906+235.2% | $6,396+314.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |