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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,033 | $181,062-36.5% | $158,223-27.3% | $155,188-25.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.10% | 57.39%-33.3pp | 52.09%-28.0pp | 148.84%-124.7pp |
| Employer contribution / active EE | $3,181 | $4,565-30.3% | $4,109-22.6% | $4,248-25.1% |
| Participant deferral / active EE | $8,926 | $6,134+45.5% | $5,467+63.3% | $6,531+36.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |