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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,252 | $162,136-17.2% | $152,301-11.9% | $154,746-13.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.47% | 91.02%-70.6pp | 80.50%-60.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $5,762 | $4,890+17.8% | $4,624+24.6% | $4,379+31.6% |
| Participant deferral / active EE | $12,458 | $8,341+49.4% | $8,004+55.6% | $6,730+85.1% |
| Admin fee / account holder | $153 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |