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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,308 | $154,228-20.7% | $145,433-15.9% | $137,256-10.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.57% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,536 | $4,804-47.2% | $4,554-44.3% | $4,156-39.0% |
| Participant deferral / active EE | $11,718 | $8,216+42.6% | $7,897+48.4% | $6,407+82.9% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |