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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,355 | $156,398-37.8% | $147,318-33.9% | $138,895-29.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.56% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.8pp |
| Employer contribution / active EE | $8,013 | $4,853+65.1% | $4,593+74.5% | $4,194+91.1% |
| Participant deferral / active EE | $14,129 | $8,237+71.5% | $7,906+78.7% | $6,396+120.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |