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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,855 | $154,228-20.3% | $145,433-15.5% | $137,256-10.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.00% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,597 | $4,804-4.3% | $4,554+0.9% | $4,156+10.6% |
| Participant deferral / active EE | $19,071 | $8,216+132.1% | $7,897+141.5% | $6,407+197.7% |
| Admin fee / account holder | $242 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |