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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,887 | $156,398-37.4% | $147,318-33.6% | $138,895-29.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.97% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $3,519 | $4,853-27.5% | $4,593-23.4% | $4,194-16.1% |
| Participant deferral / active EE | $11,281 | $8,237+36.9% | $7,906+42.7% | $6,396+76.4% |
| Admin fee / account holder | $129 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |