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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,568 | $99,053-4.5% | $88,179+7.2% | $138,895-31.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.86% | 78.17%-60.3pp | 64.97%-47.1pp | 145.39%-127.5pp |
| Employer contribution / active EE | $3,965 | $2,882+37.6% | $2,549+55.5% | $4,194-5.5% |
| Participant deferral / active EE | $23,369 | $5,225+347.2% | $4,614+406.5% | $6,396+265.3% |
| Admin fee / account holder | $197 | $8,748-97.8% | $7,673-97.4% | $12,562-98.4% |