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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,550 | $172,111-37.5% | $150,298-28.4% | $137,256-21.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.34% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $11,358 | $4,636+145.0% | $4,154+173.4% | $4,156+173.3% |
| Participant deferral / active EE | $13,561 | $6,166+119.9% | $5,453+148.7% | $6,407+111.7% |
| Admin fee / account holder | $121 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |