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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,250 | $156,398-34.0% | $147,318-29.9% | $138,895-25.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.01% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $5,370 | $4,853+10.6% | $4,593+16.9% | $4,194+28.0% |
| Participant deferral / active EE | $12,533 | $8,237+52.2% | $7,906+58.5% | $6,396+95.9% |
| Admin fee / account holder | $105 | $14,976-99.3% | $13,708-99.2% | $12,562-99.2% |