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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,326 | $156,398-23.7% | $147,318-19.0% | $138,895-14.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.04% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $5,196 | $4,853+7.1% | $4,593+13.1% | $4,194+23.9% |
| Participant deferral / active EE | $9,840 | $8,237+19.5% | $7,906+24.5% | $6,396+53.8% |
| Admin fee / account holder | $205 | $14,976-98.6% | $13,708-98.5% | $12,562-98.4% |