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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,327 | $154,228-20.0% | $145,433-15.2% | $137,256-10.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.28% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,200 | $4,804-75.0% | $4,554-73.7% | $4,156-71.1% |
| Participant deferral / active EE | $16,800 | $8,216+104.5% | $7,897+112.7% | $6,407+162.2% |
| Admin fee / account holder | $11 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |