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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,743 | $181,062-44.4% | $158,223-36.3% | $155,188-35.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.50% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $3,189 | $4,565-30.1% | $4,109-22.4% | $4,248-24.9% |
| Participant deferral / active EE | $3,189 | $6,134-48.0% | $5,467-41.7% | $6,531-51.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |