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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,825 | $156,398-33.6% | $147,318-29.5% | $138,895-25.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.62% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $10,357 | $4,853+113.4% | $4,593+125.5% | $4,194+146.9% |
| Participant deferral / active EE | $18,977 | $8,237+130.4% | $7,906+140.0% | $6,396+196.7% |
| Admin fee / account holder | $286 | $14,976-98.1% | $13,708-97.9% | $12,562-97.7% |