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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,101 | $154,228-26.0% | $145,433-21.5% | $137,256-16.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.19% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,532 | $4,804-47.3% | $4,554-44.4% | $4,156-39.1% |
| Participant deferral / active EE | $10,089 | $8,216+22.8% | $7,897+27.7% | $6,407+57.5% |
| Admin fee / account holder | $300 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |