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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,289 | $116,203-2.5% | $93,621+21.0% | $152,897-25.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.18% | 35.96%-17.8pp | 32.76%-14.6pp | 345.43%-327.3pp |
| Employer contribution / active EE | $4,749 | $3,219+47.5% | $2,719+74.7% | $4,764-0.3% |
| Participant deferral / active EE | $3,304 | $4,605-28.3% | $4,070-18.8% | $5,851-43.5% |
| Admin fee / account holder | $222 | $10,751-97.9% | $7,890-97.2% | $11,599-98.1% |