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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,753 | $172,111-35.1% | $150,298-25.6% | $137,256-18.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.35% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $7,953 | $4,636+71.5% | $4,154+91.4% | $4,156+91.4% |
| Participant deferral / active EE | $4,673 | $6,166-24.2% | $5,453-14.3% | $6,407-27.1% |
| Admin fee / account holder | $60 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |