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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,006 | $154,228-11.2% | $145,433-5.8% | $137,256-0.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.20% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $30,688 | $4,804+538.8% | $4,554+573.8% | $4,156+638.4% |
| Participant deferral / active EE | $7,790 | $8,216-5.2% | $7,897-1.4% | $6,407+21.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |