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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,560 | $154,228-25.1% | $145,433-20.5% | $137,256-15.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.61% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,953 | $4,804-38.5% | $4,554-35.2% | $4,156-29.0% |
| Participant deferral / active EE | $12,853 | $8,216+56.4% | $7,897+62.7% | $6,407+100.6% |
| Admin fee / account holder | $240 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |