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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,170 | $104,251+2.8% | $91,004+17.8% | $147,586-27.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 21.69% | 27.06%-5.4pp | 4.60%+17.1pp | 578.59%-556.9pp |
| Employer contribution / active EE | $13,384 | $3,116+329.6% | $2,456+445.0% | $4,876+174.5% |
| Participant deferral / active EE | $8,000 | $4,195+90.7% | $3,548+125.5% | $5,439+47.1% |
| Admin fee / account holder | $61 | $8,948-99.3% | $5,417-98.9% | $10,886-99.4% |