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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,449 | $154,228-45.9% | $145,433-42.6% | $137,256-39.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.61% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,327 | $4,804-30.8% | $4,554-27.0% | $4,156-20.0% |
| Participant deferral / active EE | $10,148 | $8,216+23.5% | $7,897+28.5% | $6,407+58.4% |
| Admin fee / account holder | $169 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |