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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,178 | $154,228-44.1% | $145,433-40.7% | $137,256-37.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.54% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,372 | $4,804-29.8% | $4,554-26.0% | $4,156-18.9% |
| Participant deferral / active EE | $11,650 | $8,216+41.8% | $7,897+47.5% | $6,407+81.8% |
| Admin fee / account holder | $102 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |