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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,747 | $154,228-43.8% | $145,433-40.4% | $137,256-36.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.45% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $7,126 | $4,804+48.3% | $4,554+56.5% | $4,156+71.5% |
| Participant deferral / active EE | $4,158 | $8,216-49.4% | $7,897-47.4% | $6,407-35.1% |
| Admin fee / account holder | $102 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |