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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,651 | $154,228-17.2% | $145,433-12.2% | $137,256-7.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.92% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $13,227 | $4,804+175.3% | $4,554+190.4% | $4,156+218.3% |
| Participant deferral / active EE | $11,750 | $8,216+43.0% | $7,897+48.8% | $6,407+83.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |