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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,948 | $103,393+29.6% | $87,103+53.8% | $152,909-12.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 27.11% | 28.10%-1.0pp | 28.19%-1.1pp | 345.46%-318.4pp |
| Employer contribution / active EE | $3,244 | $3,221+0.7% | $2,521+28.7% | $4,764-31.9% |
| Participant deferral / active EE | $8,974 | $4,778+87.8% | $4,049+121.7% | $5,851+53.4% |
| Admin fee / account holder | $21 | $12,195-99.8% | $7,491-99.7% | $11,601-99.8% |