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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,240 | $156,398-16.7% | $147,318-11.6% | $138,895-6.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.64% | 78.75%-55.1pp | 70.43%-46.8pp | 145.39%-121.8pp |
| Employer contribution / active EE | $7,440 | $4,853+53.3% | $4,593+62.0% | $4,194+77.4% |
| Participant deferral / active EE | $15,000 | $8,237+82.1% | $7,906+89.7% | $6,396+134.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |