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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,810 | $154,228-43.7% | $145,433-40.3% | $137,256-36.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.08% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $3,513 | $4,804-26.9% | $4,554-22.9% | $4,156-15.5% |
| Participant deferral / active EE | $8,414 | $8,216+2.4% | $7,897+6.5% | $6,407+31.3% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |