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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,410 | $185,312-32.3% | $161,489-22.3% | $154,746-19.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.76% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $9,343 | $4,769+95.9% | $4,268+118.9% | $4,379+113.4% |
| Participant deferral / active EE | $6,650 | $6,350+4.7% | $5,630+18.1% | $6,730-1.2% |
| Admin fee / account holder | $22 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |