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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,264 | $155,555-45.8% | $146,866-42.6% | $155,188-45.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.08% | 115.41%-93.3pp | 102.85%-80.8pp | 148.84%-126.8pp |
| Employer contribution / active EE | $4,834 | $4,647+4.0% | $4,425+9.2% | $4,248+13.8% |
| Participant deferral / active EE | $9,950 | $8,044+23.7% | $7,759+28.2% | $6,531+52.3% |
| Admin fee / account holder | $90 | $14,755-99.4% | $13,620-99.3% | $14,480-99.4% |