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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,293 | $156,398-18.0% | $147,318-12.9% | $138,895-7.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.07% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,745 | $4,853-64.0% | $4,593-62.0% | $4,194-58.4% |
| Participant deferral / active EE | $9,180 | $8,237+11.4% | $7,906+16.1% | $6,396+43.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |