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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,485 | $135,956-20.9% | $123,894-13.2% | $273,972-60.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.16% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.3pp |
| Employer contribution / active EE | $4,400 | $5,170-14.9% | $4,617-4.7% | $4,869-9.6% |
| Participant deferral / active EE | $22,000 | $6,343+246.9% | $5,984+267.6% | $5,287+316.1% |
| Admin fee / account holder | -$92 | $9,817-100.9% | $8,357-101.1% | $10,133-100.9% |