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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,052 | $172,111-29.1% | $150,298-18.8% | $137,256-11.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.77% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,823 | $4,636+4.0% | $4,154+16.1% | $4,156+16.0% |
| Participant deferral / active EE | $27,522 | $6,166+346.4% | $5,453+404.7% | $6,407+329.6% |
| Admin fee / account holder | $251 | $16,471-98.5% | $14,116-98.2% | $12,270-98.0% |