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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,645 | $139,948-1.6% | $121,663+13.1% | $154,746-11.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 17.52% | 230.52%-213.0pp | 147.54%-130.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,421 | $3,521-2.8% | $3,020+13.3% | $4,379-21.9% |
| Participant deferral / active EE | $5,371 | $5,629-4.6% | $4,887+9.9% | $6,730-20.2% |
| Admin fee / account holder | $73 | $17,321-99.6% | $14,289-99.5% | $14,365-99.5% |