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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,275 | $178,174-55.5% | $156,181-49.2% | $137,256-42.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.59% | 84.19%-68.6pp | 64.87%-49.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $8,268 | $4,972+66.3% | $4,294+92.5% | $4,156+98.9% |
| Participant deferral / active EE | $4,997 | $6,888-27.4% | $6,132-18.5% | $6,407-22.0% |
| Admin fee / account holder | $203 | $17,404-98.8% | $14,586-98.6% | $12,270-98.3% |