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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,835 | $156,398-43.8% | $147,318-40.4% | $138,895-36.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.98% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $2,958 | $4,853-39.1% | $4,593-35.6% | $4,194-29.5% |
| Participant deferral / active EE | $16,179 | $8,237+96.4% | $7,906+104.6% | $6,396+152.9% |
| Admin fee / account holder | $214 | $14,976-98.6% | $13,708-98.4% | $12,562-98.3% |