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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,162 | $106,247+8.4% | $96,515+19.3% | $139,466-17.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.62% | 38.47%-18.8pp | 35.73%-16.1pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,749 | $4,106-33.0% | $3,740-26.5% | $4,754-42.2% |
| Participant deferral / active EE | $8,062 | $5,456+47.8% | $4,880+65.2% | $6,712+20.1% |
| Admin fee / account holder | $40 | $7,885-99.5% | $6,735-99.4% | $11,409-99.7% |