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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,823 | $154,228-21.7% | $145,433-16.9% | $137,256-12.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.37% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,902 | $4,804+2.0% | $4,554+7.6% | $4,156+17.9% |
| Participant deferral / active EE | $7,981 | $8,216-2.9% | $7,897+1.1% | $6,407+24.6% |
| Admin fee / account holder | $134 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |