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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,266 | $155,555-32.3% | $146,866-28.3% | $155,188-32.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.75% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $3,314 | $4,647-28.7% | $4,425-25.1% | $4,248-22.0% |
| Participant deferral / active EE | $10,127 | $8,044+25.9% | $7,759+30.5% | $6,531+55.1% |
| Admin fee / account holder | $131 | $14,755-99.1% | $13,620-99.0% | $14,480-99.1% |