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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,808 | $156,398-36.2% | $147,318-32.3% | $138,895-28.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.33% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,324 | $4,853-52.1% | $4,593-49.4% | $4,194-44.6% |
| Participant deferral / active EE | $2,905 | $8,237-64.7% | $7,906-63.3% | $6,396-54.6% |
| Admin fee / account holder | $95 | $14,976-99.4% | $13,708-99.3% | $12,562-99.2% |