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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,557 | $154,228-49.1% | $145,433-46.0% | $137,256-42.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.04% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $5,239 | $4,804+9.1% | $4,554+15.0% | $4,156+26.1% |
| Participant deferral / active EE | $12,595 | $8,216+53.3% | $7,897+59.5% | $6,407+96.6% |
| Admin fee / account holder | $78 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |