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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,898 | $156,398-34.8% | $147,318-30.8% | $138,895-26.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.36% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $5,344 | $4,853+10.1% | $4,593+16.3% | $4,194+27.4% |
| Participant deferral / active EE | $10,925 | $8,237+32.6% | $7,906+38.2% | $6,396+70.8% |
| Admin fee / account holder | $121 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |