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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,671 | $156,398-28.6% | $147,318-24.2% | $138,895-19.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.58% | 78.75%-55.2pp | 70.43%-46.8pp | 145.39%-121.8pp |
| Employer contribution / active EE | $17,809 | $4,853+266.9% | $4,593+287.8% | $4,194+324.6% |
| Participant deferral / active EE | $15,348 | $8,237+86.3% | $7,906+94.1% | $6,396+140.0% |
| Admin fee / account holder | $110 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |