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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,176 | $154,228-33.8% | $145,433-29.7% | $137,256-25.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.31% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,154 | $4,804-76.0% | $4,554-74.7% | $4,156-72.2% |
| Participant deferral / active EE | $13,450 | $8,216+63.7% | $7,897+70.3% | $6,407+109.9% |
| Admin fee / account holder | $133 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |