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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,855 | $162,136-24.2% | $152,301-19.3% | $154,746-20.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.00% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $4,597 | $4,890-6.0% | $4,624-0.6% | $4,379+5.0% |
| Participant deferral / active EE | $19,071 | $8,341+128.6% | $8,004+138.3% | $6,730+183.4% |
| Admin fee / account holder | $242 | $15,759-98.5% | $14,398-98.3% | $14,365-98.3% |