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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,587 | $185,312-47.3% | $161,489-39.6% | $154,746-36.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.12% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,739 | $4,769-21.6% | $4,268-12.4% | $4,379-14.6% |
| Participant deferral / active EE | $5,409 | $6,350-14.8% | $5,630-3.9% | $6,730-19.6% |
| Admin fee / account holder | $130 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |