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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,725 | $101,063+0.7% | $81,473+24.9% | $147,586-31.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.25% | 32.41%-12.2pp | 38.78%-18.5pp | 578.59%-558.3pp |
| Employer contribution / active EE | $6,154 | $3,206+92.0% | $2,568+139.6% | $4,876+26.2% |
| Participant deferral / active EE | $3,857 | $4,242-9.1% | $3,537+9.1% | $5,439-29.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |