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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,101 | $199,109-20.6% | $173,730-9.0% | $154,746+2.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.26% | 20.02%-4.8pp | 19.96%-4.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $12,658 | $5,311+138.3% | $4,577+176.5% | $4,379+189.1% |
| Participant deferral / active EE | $19,365 | $7,113+172.3% | $6,326+206.1% | $6,730+187.7% |
| Admin fee / account holder | $24 | $20,916-99.9% | $17,523-99.9% | $14,365-99.8% |