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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,591 | $181,062-40.0% | $158,223-31.4% | $155,188-30.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.34% | 57.39%-45.0pp | 52.09%-39.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $3,798 | $4,565-16.8% | $4,109-7.6% | $4,248-10.6% |
| Participant deferral / active EE | $10,850 | $6,134+76.9% | $5,467+98.5% | $6,531+66.1% |
| Admin fee / account holder | $184 | $18,825-99.0% | $16,047-98.9% | $14,480-98.7% |