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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,171 | $154,228-28.6% | $145,433-24.2% | $137,256-19.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.40% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,573 | $4,804-46.4% | $4,554-43.5% | $4,156-38.1% |
| Participant deferral / active EE | $9,228 | $8,216+12.3% | $7,897+16.8% | $6,407+44.0% |
| Admin fee / account holder | $103 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |