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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,009 | $162,136-37.7% | $152,301-33.7% | $154,746-34.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.57% | 91.02%-71.5pp | 80.50%-60.9pp | 172.34%-152.8pp |
| Employer contribution / active EE | $3,494 | $4,890-28.6% | $4,624-24.4% | $4,379-20.2% |
| Participant deferral / active EE | $10,248 | $8,341+22.9% | $8,004+28.0% | $6,730+52.3% |
| Admin fee / account holder | $116 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |