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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,799 | $156,398-38.1% | $147,318-34.3% | $138,895-30.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.69% | 78.75%-60.1pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $10,511 | $4,853+116.6% | $4,593+128.9% | $4,194+150.6% |
| Participant deferral / active EE | $10,511 | $8,237+27.6% | $7,906+32.9% | $6,396+64.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |