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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,011 | $155,555-35.7% | $146,866-31.9% | $155,188-35.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.29% | 115.41%-98.1pp | 102.85%-85.6pp | 148.84%-131.5pp |
| Employer contribution / active EE | $5,645 | $4,647+21.5% | $4,425+27.6% | $4,248+32.9% |
| Participant deferral / active EE | $16,851 | $8,044+109.5% | $7,759+117.2% | $6,531+158.0% |
| Admin fee / account holder | $130 | $14,755-99.1% | $13,620-99.0% | $14,480-99.1% |