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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,059 | $156,398-33.5% | $147,318-29.4% | $138,895-25.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.05% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $6,963 | $4,853+43.5% | $4,593+51.6% | $4,194+66.0% |
| Participant deferral / active EE | $14,236 | $8,237+72.8% | $7,906+80.1% | $6,396+122.6% |
| Admin fee / account holder | $188 | $14,976-98.7% | $13,708-98.6% | $12,562-98.5% |