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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,953 | $156,398-23.3% | $147,318-18.6% | $138,895-13.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.65% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $7,690 | $4,853+58.5% | $4,593+67.4% | $4,194+83.3% |
| Participant deferral / active EE | $18,604 | $8,237+125.8% | $7,906+135.3% | $6,396+190.9% |
| Admin fee / account holder | $117 | $14,976-99.2% | $13,708-99.1% | $12,562-99.1% |