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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,482 | $154,228-32.3% | $145,433-28.2% | $137,256-23.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.59% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,909 | $4,804+2.2% | $4,554+7.8% | $4,156+18.1% |
| Participant deferral / active EE | $14,922 | $8,216+81.6% | $7,897+88.9% | $6,407+132.9% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |