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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,467 | $162,136-23.2% | $152,301-18.3% | $154,746-19.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.80% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $5,347 | $4,890+9.3% | $4,624+15.6% | $4,379+22.1% |
| Participant deferral / active EE | $14,978 | $8,341+79.6% | $8,004+87.1% | $6,730+122.6% |
| Admin fee / account holder | $128 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |