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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,763 | $185,312-30.5% | $161,489-20.3% | $154,746-16.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.90% | 103.84%-79.9pp | 89.72%-65.8pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,843 | $4,769-61.3% | $4,268-56.8% | $4,379-57.9% |
| Participant deferral / active EE | $10,333 | $6,350+62.7% | $5,630+83.5% | $6,730+53.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |