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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,587 | $172,111-43.3% | $150,298-35.1% | $137,256-28.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.12% | 69.37%-54.2pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,739 | $4,636-19.4% | $4,154-10.0% | $4,156-10.0% |
| Participant deferral / active EE | $5,409 | $6,166-12.3% | $5,453-0.8% | $6,407-15.6% |
| Admin fee / account holder | $130 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |