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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,962 | $172,111-29.7% | $150,298-19.5% | $137,256-11.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.76% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $4,242 | $4,636-8.5% | $4,154+2.1% | $4,156+2.1% |
| Participant deferral / active EE | $9,515 | $6,166+54.3% | $5,453+74.5% | $6,407+48.5% |
| Admin fee / account holder | $131 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |