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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,738 | $154,228-28.8% | $145,433-24.5% | $137,256-20.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.06% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $7,269 | $4,804+51.3% | $4,554+59.6% | $4,156+74.9% |
| Participant deferral / active EE | $13,095 | $8,216+59.4% | $7,897+65.8% | $6,407+104.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |