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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,043 | $212,386-28.4% | $199,883-23.9% | $138,895+9.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.87% | 47.75%-29.9pp | 43.81%-25.9pp | 145.39%-127.5pp |
| Employer contribution / active EE | $18,919 | $6,625+185.6% | $6,261+202.2% | $4,194+351.1% |
| Participant deferral / active EE | $9,247 | $9,617-3.8% | $9,138+1.2% | $6,396+44.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |