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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,264 | $154,228-43.4% | $145,433-40.0% | $137,256-36.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.47% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $4,265 | $4,804-11.2% | $4,554-6.4% | $4,156+2.6% |
| Participant deferral / active EE | $10,471 | $8,216+27.4% | $7,897+32.6% | $6,407+63.4% |
| Admin fee / account holder | $207 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |