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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,591 | $154,228-16.0% | $145,433-10.9% | $137,256-5.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.58% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $3,995 | $4,804-16.8% | $4,554-12.3% | $4,156-3.9% |
| Participant deferral / active EE | $18,537 | $8,216+125.6% | $7,897+134.7% | $6,407+189.3% |
| Admin fee / account holder | $128 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |