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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,806 | $172,111-28.6% | $150,298-18.3% | $137,256-10.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.67% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $7,322 | $4,636+57.9% | $4,154+76.3% | $4,156+76.2% |
| Participant deferral / active EE | $4,279 | $6,166-30.6% | $5,453-21.5% | $6,407-33.2% |
| Admin fee / account holder | $197 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |