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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,591 | $162,136-20.1% | $152,301-14.9% | $154,746-16.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.58% | 91.02%-66.4pp | 80.50%-55.9pp | 172.34%-147.8pp |
| Employer contribution / active EE | $3,995 | $4,890-18.3% | $4,624-13.6% | $4,379-8.8% |
| Participant deferral / active EE | $18,537 | $8,341+122.2% | $8,004+131.6% | $6,730+175.4% |
| Admin fee / account holder | $128 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |