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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,307 | $185,312-35.6% | $161,489-26.1% | $154,746-22.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.39% | 103.84%-81.5pp | 89.72%-67.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $3,976 | $4,769-16.6% | $4,268-6.8% | $4,379-9.2% |
| Participant deferral / active EE | $6,826 | $6,350+7.5% | $5,630+21.2% | $6,730+1.4% |
| Admin fee / account holder | $248 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |