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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,645 | $108,911-0.2% | $100,392+8.2% | $145,884-25.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.44% | 58.23%-46.8pp | 49.45%-38.0pp | 551.85%-540.4pp |
| Employer contribution / active EE | $603 | $4,420-86.4% | $3,941-84.7% | $4,662-87.1% |
| Participant deferral / active EE | $4,710 | $8,459-44.3% | $8,090-41.8% | $6,690-29.6% |
| Admin fee / account holder | $126 | $9,698-98.7% | $7,904-98.4% | $13,392-99.1% |