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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,792 | $181,062-2.4% | $158,223+11.7% | $155,188+13.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.14% | 57.39%-39.2pp | 52.09%-34.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $25,713 | $4,565+463.3% | $4,109+525.8% | $4,248+505.3% |
| Participant deferral / active EE | $15,863 | $6,134+158.6% | $5,467+190.2% | $6,531+142.9% |
| Admin fee / account holder | $4 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |