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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,450 | $154,228-17.4% | $145,433-12.4% | $137,256-7.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 18.96% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $13,214 | $4,804+175.1% | $4,554+190.1% | $4,156+217.9% |
| Participant deferral / active EE | $10,296 | $8,216+25.3% | $7,897+30.4% | $6,407+60.7% |
| Admin fee / account holder | $31 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |