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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,738 | $156,398-41.3% | $147,318-37.7% | $138,895-34.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.36% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,503 | $4,853-69.0% | $4,593-67.3% | $4,194-64.2% |
| Participant deferral / active EE | $20,500 | $8,237+148.9% | $7,906+159.3% | $6,396+220.5% |
| Admin fee / account holder | $122 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |