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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,538 | $154,228-28.3% | $145,433-24.0% | $137,256-19.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.87% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $7,926 | $4,804+65.0% | $4,554+74.0% | $4,156+90.7% |
| Participant deferral / active EE | $8,195 | $8,216-0.3% | $7,897+3.8% | $6,407+27.9% |
| Admin fee / account holder | $217 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |