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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,781 | $156,398-26.6% | $147,318-22.1% | $138,895-17.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.49% | 78.75%-59.3pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $5,126 | $4,853+5.6% | $4,593+11.6% | $4,194+22.2% |
| Participant deferral / active EE | $21,563 | $8,237+161.8% | $7,906+172.7% | $6,396+237.1% |
| Admin fee / account holder | $251 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |