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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,491 | $156,398-38.3% | $147,318-34.5% | $138,895-30.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.70% | 78.75%-58.1pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,655 | $4,853-65.9% | $4,593-64.0% | $4,194-60.5% |
| Participant deferral / active EE | $8,543 | $8,237+3.7% | $7,906+8.1% | $6,396+33.6% |
| Admin fee / account holder | $197 | $14,976-98.7% | $13,708-98.6% | $12,562-98.4% |