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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,884 | $174,379-29.0% | $152,093-18.5% | $138,895-10.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.47% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $10,915 | $4,652+134.6% | $4,175+161.5% | $4,194+160.2% |
| Participant deferral / active EE | $12,400 | $6,159+101.3% | $5,451+127.5% | $6,396+93.9% |
| Admin fee / account holder | $18 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |