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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,928 | $162,136-31.6% | $152,301-27.2% | $154,746-28.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.12% | 91.02%-68.9pp | 80.50%-58.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $9,443 | $4,890+93.1% | $4,624+104.2% | $4,379+115.6% |
| Participant deferral / active EE | $22,628 | $8,341+171.3% | $8,004+182.7% | $6,730+236.2% |
| Admin fee / account holder | $174 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |