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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,249 | $105,856+9.8% | $90,161+28.9% | $147,586-21.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.22% | 37.63%-18.4pp | 34.89%-15.7pp | 578.59%-559.4pp |
| Employer contribution / active EE | $4,021 | $4,126-2.6% | $3,318+21.2% | $4,876-17.6% |
| Participant deferral / active EE | $6,575 | $5,733+14.7% | $5,287+24.3% | $5,439+20.9% |
| Admin fee / account holder | $16 | $8,046-99.8% | $5,943-99.7% | $10,886-99.9% |