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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,746 | $228,395-28.3% | $185,861-11.9% | $158,982+3.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.57% | 40.82%-29.2pp | 35.96%-24.4pp | 302.99%-291.4pp |
| Employer contribution / active EE | $6,154 | $4,968+23.9% | $4,088+50.5% | $4,763+29.2% |
| Participant deferral / active EE | $5,864 | $6,417-8.6% | $5,634+4.1% | $5,983-2.0% |
| Admin fee / account holder | $31 | $11,869-99.7% | $9,503-99.7% | $11,252-99.7% |