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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,003 | $155,555+15.7% | $146,866+22.6% | $155,188+16.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.93% | 115.41%-97.5pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $3,395 | $4,647-26.9% | $4,425-23.3% | $4,248-20.1% |
| Participant deferral / active EE | $31,000 | $8,044+285.4% | $7,759+299.5% | $6,531+374.6% |
| Admin fee / account holder | $247 | $14,755-98.3% | $13,620-98.2% | $14,480-98.3% |