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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,540 | $162,136-35.5% | $152,301-31.4% | $154,746-32.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 28.64% | 91.02%-62.4pp | 80.50%-51.9pp | 172.34%-143.7pp |
| Employer contribution / active EE | $13,673 | $4,890+179.6% | $4,624+195.7% | $4,379+212.2% |
| Participant deferral / active EE | $10,562 | $8,341+26.6% | $8,004+32.0% | $6,730+56.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |