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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,917 | $154,228-38.5% | $145,433-34.7% | $137,256-30.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.50% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,630 | $4,804-3.6% | $4,554+1.7% | $4,156+11.4% |
| Participant deferral / active EE | $18,044 | $8,216+119.6% | $7,897+128.5% | $6,407+181.6% |
| Admin fee / account holder | $190 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |