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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,038 | $209,336-37.4% | $197,124-33.5% | $137,256-4.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.35% | 48.09%-20.7pp | 44.34%-17.0pp | 220.34%-193.0pp |
| Employer contribution / active EE | $6,540 | $6,591-0.8% | $6,227+5.0% | $4,156+57.4% |
| Participant deferral / active EE | $22,882 | $9,614+138.0% | $9,135+150.5% | $6,407+257.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |