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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,266 | $154,228-31.7% | $145,433-27.6% | $137,256-23.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.75% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,314 | $4,804-31.0% | $4,554-27.2% | $4,156-20.3% |
| Participant deferral / active EE | $10,127 | $8,216+23.3% | $7,897+28.2% | $6,407+58.1% |
| Admin fee / account holder | $131 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |