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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,145 | $181,062-41.9% | $158,223-33.5% | $155,188-32.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.95% | 57.39%-39.4pp | 52.09%-34.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $7,868 | $4,565+72.4% | $4,109+91.5% | $4,248+85.2% |
| Participant deferral / active EE | $9,416 | $6,134+53.5% | $5,467+72.2% | $6,531+44.2% |
| Admin fee / account holder | $259 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |