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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,874 | $154,228-48.9% | $145,433-45.8% | $137,256-42.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.68% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,195 | $4,804+8.1% | $4,554+14.1% | $4,156+25.0% |
| Participant deferral / active EE | $8,482 | $8,216+3.2% | $7,897+7.4% | $6,407+32.4% |
| Admin fee / account holder | $126 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |