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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,009 | $155,555-35.1% | $146,866-31.2% | $155,188-34.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.57% | 115.41%-95.8pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $3,494 | $4,647-24.8% | $4,425-21.0% | $4,248-17.7% |
| Participant deferral / active EE | $10,248 | $8,044+27.4% | $7,759+32.1% | $6,531+56.9% |
| Admin fee / account holder | $116 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |