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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,183 | $181,062-31.4% | $158,223-21.5% | $155,188-20.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.49% | 57.39%-32.9pp | 52.09%-27.6pp | 148.84%-124.4pp |
| Employer contribution / active EE | $5,000 | $4,565+9.5% | $4,109+21.7% | $4,248+17.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |