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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,943 | $154,228-9.9% | $145,433-4.5% | $137,256+1.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.91% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $7,461 | $4,804+55.3% | $4,554+63.8% | $4,156+79.5% |
| Participant deferral / active EE | $9,430 | $8,216+14.8% | $7,897+19.4% | $6,407+47.2% |
| Admin fee / account holder | $250 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |