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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,350 | $181,062-49.0% | $158,223-41.6% | $155,188-40.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 25.09% | 57.39%-32.3pp | 52.09%-27.0pp | 148.84%-123.8pp |
| Employer contribution / active EE | $2,564 | $4,565-43.8% | $4,109-37.6% | $4,248-39.6% |
| Participant deferral / active EE | $19,069 | $6,134+210.8% | $5,467+248.8% | $6,531+192.0% |
| Admin fee / account holder | $183 | $18,825-99.0% | $16,047-98.9% | $14,480-98.7% |