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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,979 | $124,980-0.8% | $108,359+14.4% | $154,746-19.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.72% | 45.00%-35.3pp | 36.89%-27.2pp | 172.34%-162.6pp |
| Employer contribution / active EE | $13,320 | $2,851+367.3% | $2,399+455.1% | $4,379+204.2% |
| Participant deferral / active EE | $9,531 | $4,743+101.0% | $4,137+130.4% | $6,730+41.6% |
| Admin fee / account holder | $112 | $11,502-99.0% | $9,741-98.8% | $14,365-99.2% |