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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,570 | $172,111-41.6% | $150,298-33.1% | $137,256-26.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.32% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $6,030 | $4,636+30.1% | $4,154+45.2% | $4,156+45.1% |
| Participant deferral / active EE | $6,557 | $6,166+6.4% | $5,453+20.3% | $6,407+2.3% |
| Admin fee / account holder | $285 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |