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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,161 | $155,555-17.6% | $146,866-12.7% | $155,188-17.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.51% | 115.41%-91.9pp | 102.85%-79.3pp | 148.84%-125.3pp |
| Employer contribution / active EE | $4,919 | $4,647+5.9% | $4,425+11.2% | $4,248+15.8% |
| Participant deferral / active EE | $13,483 | $8,044+67.6% | $7,759+73.8% | $6,531+106.4% |
| Admin fee / account holder | $163 | $14,755-98.9% | $13,620-98.8% | $14,480-98.9% |