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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,058 | $101,618+16.2% | $93,063+26.9% | $137,256-14.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.09% | 223.95%-206.9pp | 34.15%-17.1pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,377 | $2,707-12.2% | $2,476-4.0% | $4,156-42.8% |
| Participant deferral / active EE | $33,274 | $4,279+677.6% | $3,958+740.6% | $6,407+419.3% |
| Admin fee / account holder | $18 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |