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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,817 | $154,228-17.1% | $145,433-12.1% | $137,256-6.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.71% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,338 | $4,804-51.3% | $4,554-48.7% | $4,156-43.8% |
| Participant deferral / active EE | $7,848 | $8,216-4.5% | $7,897-0.6% | $6,407+22.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |