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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,391 | $154,228-28.4% | $145,433-24.1% | $137,256-19.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.97% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,713 | $4,804-64.4% | $4,554-62.4% | $4,156-58.8% |
| Participant deferral / active EE | $8,478 | $8,216+3.2% | $7,897+7.3% | $6,407+32.3% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |