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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,308 | $155,555-29.7% | $146,866-25.6% | $155,188-29.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.40% | 115.41%-97.0pp | 102.85%-84.5pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,670 | $4,647-42.5% | $4,425-39.7% | $4,248-37.1% |
| Participant deferral / active EE | $17,248 | $8,044+114.4% | $7,759+122.3% | $6,531+164.1% |
| Admin fee / account holder | $212 | $14,755-98.6% | $13,620-98.4% | $14,480-98.5% |