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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,946 | $185,312-32.6% | $161,489-22.6% | $154,746-19.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.78% | 103.84%-88.1pp | 89.72%-73.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $5,528 | $4,769+15.9% | $4,268+29.5% | $4,379+26.2% |
| Participant deferral / active EE | $7,782 | $6,350+22.6% | $5,630+38.2% | $6,730+15.6% |
| Admin fee / account holder | $234 | $18,654-98.7% | $16,006-98.5% | $14,365-98.4% |