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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,454 | $155,555-29.0% | $146,866-24.8% | $155,188-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.42% | 115.41%-97.0pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,763 | $4,647-62.1% | $4,425-60.1% | $4,248-58.5% |
| Participant deferral / active EE | $16,319 | $8,044+102.9% | $7,759+110.3% | $6,531+149.9% |
| Admin fee / account holder | $115 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |