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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,326 | $212,386-33.5% | $199,883-29.3% | $138,895+1.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.73% | 47.75%-25.0pp | 43.81%-21.1pp | 145.39%-122.7pp |
| Employer contribution / active EE | $2,841 | $6,625-57.1% | $6,261-54.6% | $4,194-32.3% |
| Participant deferral / active EE | $9,898 | $9,617+2.9% | $9,138+8.3% | $6,396+54.7% |
| Admin fee / account holder | $18 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |