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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,875 | $155,555-19.7% | $146,866-15.0% | $155,188-19.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.23% | 115.41%-94.2pp | 102.85%-81.6pp | 148.84%-127.6pp |
| Employer contribution / active EE | $5,922 | $4,647+27.4% | $4,425+33.8% | $4,248+39.4% |
| Participant deferral / active EE | $13,910 | $8,044+72.9% | $7,759+79.3% | $6,531+113.0% |
| Admin fee / account holder | $137 | $14,755-99.1% | $13,620-99.0% | $14,480-99.1% |