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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,219 | $172,111-20.3% | $150,298-8.7% | $137,2560% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.62% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,325 | $4,636-49.8% | $4,154-44.0% | $4,156-44.0% |
| Participant deferral / active EE | $9,665 | $6,166+56.8% | $5,453+77.3% | $6,407+50.9% |
| Admin fee / account holder | $124 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |