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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,875 | $156,398-20.2% | $147,318-15.2% | $138,895-10.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.23% | 78.75%-57.5pp | 70.43%-49.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $5,922 | $4,853+22.0% | $4,593+28.9% | $4,194+41.2% |
| Participant deferral / active EE | $13,910 | $8,237+68.9% | $7,906+75.9% | $6,396+117.5% |
| Admin fee / account holder | $137 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |