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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,815 | $181,062-35.5% | $158,223-26.2% | $155,188-24.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.75% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.1pp |
| Employer contribution / active EE | $16,096 | $4,565+252.6% | $4,109+291.7% | $4,248+278.9% |
| Participant deferral / active EE | $9,953 | $6,134+62.2% | $5,467+82.1% | $6,531+52.4% |
| Admin fee / account holder | $144 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |