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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,208 | $172,111-22.0% | $150,298-10.7% | $137,256-2.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.96% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,952 | $4,636-57.9% | $4,154-53.0% | $4,156-53.0% |
| Participant deferral / active EE | $2,617 | $6,166-57.6% | $5,453-52.0% | $6,407-59.2% |
| Admin fee / account holder | $26 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |