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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,307 | $172,111-30.7% | $150,298-20.6% | $137,256-13.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.39% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,976 | $4,636-14.2% | $4,154-4.3% | $4,156-4.3% |
| Participant deferral / active EE | $6,826 | $6,166+10.7% | $5,453+25.2% | $6,407+6.5% |
| Admin fee / account holder | $248 | $16,471-98.5% | $14,116-98.2% | $12,270-98.0% |