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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,491 | $155,555-38.0% | $146,866-34.3% | $155,188-37.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.70% | 115.41%-94.7pp | 102.85%-82.2pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,655 | $4,647-64.4% | $4,425-62.6% | $4,248-61.0% |
| Participant deferral / active EE | $8,543 | $8,044+6.2% | $7,759+10.1% | $6,531+30.8% |
| Admin fee / account holder | $197 | $14,755-98.7% | $13,620-98.6% | $14,480-98.6% |