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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,542 | $110,240+8.4% | $96,544+23.8% | $139,487-14.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.29% | 26.41%-9.1pp | 25.88%-8.6pp | 373.84%-356.5pp |
| Employer contribution / active EE | $2,585 | $3,622-28.6% | $2,966-12.9% | $4,755-45.6% |
| Participant deferral / active EE | $7,646 | $5,549+37.8% | $4,851+57.6% | $6,713+13.9% |
| Admin fee / account holder | $175 | $11,602-98.5% | $8,254-97.9% | $11,407-98.5% |