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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,044 | $156,398-21.3% | $147,318-16.5% | $138,895-11.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.27% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $3,188 | $4,853-34.3% | $4,593-30.6% | $4,194-24.0% |
| Participant deferral / active EE | $18,791 | $8,237+128.1% | $7,906+137.7% | $6,396+193.8% |
| Admin fee / account holder | $60 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |