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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,165 | $178,174-12.4% | $156,1810% | $137,256+13.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.81% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $13,605 | $4,972+173.6% | $4,294+216.8% | $4,156+227.3% |
| Participant deferral / active EE | $9,083 | $6,888+31.9% | $6,132+48.1% | $6,407+41.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |