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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,102 | $127,387-17.5% | $115,038-8.6% | $125,389-16.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.23% | 31.28%-30.1pp | 26.14%-24.9pp | 282.24%-281.0pp |
| Employer contribution / active EE | $12,325 | $5,166+138.6% | $4,608+167.5% | $4,866+153.3% |
| Participant deferral / active EE | $10,478 | $6,423+63.1% | $6,026+73.9% | $5,352+95.8% |
| Admin fee / account holder | $77 | $9,516-99.2% | $8,175-99.1% | $9,541-99.2% |