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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,944 | $156,398-30.3% | $147,318-26.0% | $138,895-21.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.05% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $7,165 | $4,853+47.6% | $4,593+56.0% | $4,194+70.8% |
| Participant deferral / active EE | $7,327 | $8,237-11.0% | $7,906-7.3% | $6,396+14.6% |
| Admin fee / account holder | $244 | $14,976-98.4% | $13,708-98.2% | $12,562-98.1% |