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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,471 | $115,225-11.9% | $100,712+0.8% | $138,895-26.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 10.11% | 40.35%-30.2pp | 33.27%-23.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $5,331 | $2,771+92.4% | $2,313+130.5% | $4,194+27.1% |
| Participant deferral / active EE | $5,968 | $4,699+27.0% | $4,085+46.1% | $6,396-6.7% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |