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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,052 | $181,062-32.6% | $158,223-22.9% | $155,188-21.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.77% | 57.39%-36.6pp | 52.09%-31.3pp | 148.84%-128.1pp |
| Employer contribution / active EE | $4,823 | $4,565+5.7% | $4,109+17.4% | $4,248+13.5% |
| Participant deferral / active EE | $27,522 | $6,134+348.6% | $5,467+403.4% | $6,531+321.4% |
| Admin fee / account holder | $251 | $18,825-98.7% | $16,047-98.4% | $14,480-98.3% |