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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,029 | $185,883-35.4% | $170,043-29.4% | $139,466-13.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.33% | 60.54%-39.2pp | 53.40%-32.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $7,284 | $7,596-4.1% | $6,790+7.3% | $4,754+53.2% |
| Participant deferral / active EE | $13,879 | $11,626+19.4% | $10,410+33.3% | $6,712+106.8% |
| Admin fee / account holder | $78 | $15,393-99.5% | $12,824-99.4% | $11,409-99.3% |