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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,730 | $174,379-38.8% | $152,093-29.8% | $138,895-23.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 33.20% | 74.86%-41.7pp | 66.36%-33.2pp | 145.39%-112.2pp |
| Employer contribution / active EE | $4,543 | $4,652-2.3% | $4,175+8.8% | $4,194+8.3% |
| Participant deferral / active EE | $5,109 | $6,159-17.0% | $5,451-6.3% | $6,396-20.1% |
| Admin fee / account holder | $282 | $16,880-98.3% | $14,497-98.1% | $12,562-97.8% |