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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,188 | $156,398-48.7% | $147,318-45.6% | $138,895-42.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.03% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $22,814 | $4,853+370.1% | $4,593+396.7% | $4,194+443.9% |
| Participant deferral / active EE | $13,368 | $8,237+62.3% | $7,906+69.1% | $6,396+109.0% |
| Admin fee / account holder | $137 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |