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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,391 | $183,627-35.0% | $155,602-23.3% | $145,978-18.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.86% | 61.32%-41.5pp | 64.81%-44.9pp | 550.52%-530.7pp |
| Employer contribution / active EE | $1,911 | $5,316-64.1% | $4,675-59.1% | $4,662-59.0% |
| Participant deferral / active EE | $6,235 | $6,466-3.6% | $5,629+10.8% | $6,690-6.8% |
| Admin fee / account holder | $207 | $19,327-98.9% | $15,923-98.7% | $13,400-98.5% |