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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,014 | $154,228-14.4% | $145,433-9.2% | $137,256-3.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.35% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,633 | $4,804-24.4% | $4,554-20.2% | $4,156-12.6% |
| Participant deferral / active EE | $9,106 | $8,216+10.8% | $7,897+15.3% | $6,407+42.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |