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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,469 | $178,174-39.1% | $156,181-30.5% | $137,256-21.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.37% | 84.19%-64.8pp | 64.87%-45.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $10,426 | $4,972+109.7% | $4,294+142.8% | $4,156+150.9% |
| Participant deferral / active EE | $13,909 | $6,888+101.9% | $6,132+126.8% | $6,407+117.1% |
| Admin fee / account holder | $63 | $17,404-99.6% | $14,586-99.6% | $12,270-99.5% |