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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,934 | $154,228-14.5% | $145,433-9.3% | $137,256-3.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.23% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $8,106 | $4,804+68.7% | $4,554+78.0% | $4,156+95.0% |
| Participant deferral / active EE | $13,362 | $8,216+62.6% | $7,897+69.2% | $6,407+108.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |