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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,396 | $154,228-51.8% | $145,433-48.8% | $137,256-45.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.08% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $12,810 | $4,804+166.7% | $4,554+181.3% | $4,156+208.2% |
| Participant deferral / active EE | $9,645 | $8,216+17.4% | $7,897+22.1% | $6,407+50.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |