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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,465 | $185,312-31.2% | $161,489-21.1% | $154,746-17.6% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 15.62% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $7,214 | $4,769+51.3% | $4,268+69.0% | $4,379+64.7% |
| Participant deferral / active EE | $4,856 | $6,350-23.5% | $5,630-13.8% | $6,730-27.9% |
| Admin fee / account holder | $36 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |