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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,030 | $154,228-27.4% | $145,433-23.0% | $137,256-18.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.99% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,195 | $4,804-33.5% | $4,554-29.8% | $4,156-23.1% |
| Participant deferral / active EE | $12,470 | $8,216+51.8% | $7,897+57.9% | $6,407+94.6% |
| Admin fee / account holder | $231 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |