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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,955 | $172,111-39.6% | $150,298-30.8% | $137,256-24.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.72% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $5,511 | $4,636+18.9% | $4,154+32.7% | $4,156+32.6% |
| Participant deferral / active EE | $6,820 | $6,166+10.6% | $5,453+25.1% | $6,407+6.4% |
| Admin fee / account holder | $262 | $16,471-98.4% | $14,116-98.1% | $12,270-97.9% |