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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,250 | $154,228-24.6% | $145,433-20.1% | $137,256-15.3% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 21.06% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $10,088 | $4,804+110.0% | $4,554+121.5% | $4,156+142.7% |
| Participant deferral / active EE | $9,927 | $8,216+20.8% | $7,897+25.7% | $6,407+54.9% |
| Admin fee / account holder | $100 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |